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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CRNC holding history

Cerence Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRNC overviewAll 13F holders of CRNCFull Q2 2026 holdings

Shares (Q2 2026)
39,895
Value
$451.6K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2021
Holdings of CRNC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,895$451.6K<0.1%+20,075+101.3%AddedHolders
Q1 202619,820$125.1K<0.1%+8,466+74.6%AddedHolders
Q4 202511,354$121.4K<0.1%+11,354NewHolders
Q4 20210$00.0%−2,253−100.0%Sold outHolders
Q3 20212,253$217.0K<0.1%−2,911−56.4%ReducedHolders
Q2 20215,164$551.0K<0.1%−1,350−20.7%ReducedHolders
Q1 20216,514$584.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.