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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

CUBE holding history

CubeSmart 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.

CUBE overviewAll 13F holders of CUBEFull Q2 2026 holdings

Shares (Q2 2026)
335,484
Value
$13.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of CUBE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026335,484$13.3M<0.1%+147,096+78.1%AddedHolders
Q1 2026188,388$6.90M<0.1%+91,038+93.5%AddedHolders
Q4 202597,350$3.51M<0.1%+38,225+64.7%AddedHolders
Q3 202559,125$2.40M<0.1%+23,912+67.9%AddedHolders
Q2 202535,213$1.50M<0.1%+14,323+68.6%AddedHolders
Q1 202520,890$892.2K<0.1%+984+4.9%AddedHolders
Q4 202419,906$853.0K<0.1%+1,571+8.6%AddedHolders
Q3 202418,335$986.9K<0.1%+2,307+14.4%AddedHolders
Q2 202416,028$724.0K<0.1%+1,340+9.1%AddedHolders
Q1 202414,688$664.2K<0.1%+278+1.9%AddedHolders
Q4 202314,410$667.9K<0.1%−1,079−7.0%ReducedHolders
Q3 202315,489$590.6K<0.1%−2,320−13.0%ReducedHolders
Q2 202317,809$795.3K<0.1%−1,380−7.2%ReducedHolders
Q1 202319,189$886.9K<0.1%+3,435+21.8%AddedHolders
Q4 202215,754$634.1K<0.1%+2,211+16.3%AddedHolders
Q3 202213,543$543.0K<0.1%+729+5.7%AddedHolders
Q2 202212,814$547.0K<0.1%+1,134+9.7%AddedHolders
Q1 202211,680$608.0K<0.1%+10+0.1%AddedHolders
Q4 202111,670$664.0K<0.1%+219+1.9%AddedHolders
Q3 202111,451$555.0K<0.1%−189−1.6%ReducedHolders
Q2 202111,640$539.0K<0.1%−12,424−51.6%ReducedHolders
Q1 202124,064$910.0K<0.1%––Holders

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