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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DBRG holding history

DigitalBridge Group, 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.

DBRG overviewAll 13F holders of DBRGFull Q2 2026 holdings

Shares (Q2 2026)
30,290
Value
$478.0K
% of portfolio
<0.1%
Quarters held
20
Since Q2 2021
Holdings of DBRG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,290$478.0K<0.1%−6,411−17.5%ReducedHolders
Q1 202636,701$565.9K<0.1%−17,620−32.4%ReducedHolders
Q4 202554,321$833.3K<0.1%−16,633−23.4%ReducedHolders
Q3 202570,954$830.2K<0.1%−68,475−49.1%ReducedHolders
Q2 2025139,429$1.44M<0.1%+28,023+25.2%AddedHolders
Q1 2025111,406$982.6K<0.1%+10,001+9.9%AddedHolders
Q4 2024101,405$1.14M<0.1%+33,369+49.0%AddedHolders
Q3 202468,036$961.3K<0.1%+49,392+264.9%AddedHolders
Q2 202418,644$255.4K<0.1%+5,603+43.0%AddedHolders
Q1 202413,041$251.3K<0.1%+1,391+11.9%AddedHolders
Q4 202311,650$204.3K<0.1%+1,488+14.6%AddedHolders
Q3 202310,162$178.6K<0.1%+10,162NewHolders
Q2 20230$00.0%−19,326−100.0%Sold outHolders
Q1 202319,326$231.7K<0.1%+2,900+17.7%AddedHolders
Q4 202216,426$179.7K<0.1%+5,957+56.9%AddedHolders
Q3 202210,469$131.0K<0.1%+787+8.1%AddedConverted for a 1-for-4 splitHolders
Q2 202238,727$189.0K<0.1%+24,855+179.2%AddedHolders
Q1 202213,872$100.0K<0.1%+20+0.1%AddedHolders
Q4 202113,852$115.0K<0.1%+133+1.0%AddedHolders
Q3 202113,719$83.0K<0.1%+2,000+17.1%AddedHolders
Q2 202111,719$93.0K<0.1%+11,719NewHolders