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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DCI holding history

Donaldson Co 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.

DCI overviewAll 13F holders of DCIFull Q2 2026 holdings

Shares (Q2 2026)
60,748
Value
$5.45M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DCI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202660,748$5.45M<0.1%+4,426+7.9%AddedHolders
Q1 202656,322$4.78M<0.1%+10,507+22.9%AddedHolders
Q4 202545,815$4.06M<0.1%+7,616+19.9%AddedHolders
Q3 202538,199$3.13M<0.1%+1,929+5.3%AddedHolders
Q2 202536,270$2.52M<0.1%+4,179+13.0%AddedHolders
Q1 202532,091$2.15M<0.1%+640+2.0%AddedHolders
Q4 202431,451$2.12M<0.1%+1,434+4.8%AddedHolders
Q3 202430,017$2.21M<0.1%+786+2.7%AddedHolders
Q2 202429,231$2.09M<0.1%+79+0.3%AddedHolders
Q1 202429,152$2.18M<0.1%+179+0.6%AddedHolders
Q4 202328,973$1.89M<0.1%−279−1.0%ReducedHolders
Q3 202329,252$1.74M<0.1%+19,485+199.5%AddedHolders
Q2 20239,767$610.6K<0.1%+2,100+27.4%AddedHolders
Q1 20237,667$501.0K<0.1%+44+0.6%AddedHolders
Q4 20227,623$448.8K<0.1%−138−1.8%ReducedHolders
Q3 20227,761$380.0K<0.1%+87+1.1%AddedHolders
Q2 20227,674$369.0K<0.1%−2,102−21.5%ReducedHolders
Q1 20229,776$508.0K<0.1%+2,085+27.1%AddedHolders
Q4 20217,691$456.0K<0.1%+68+0.9%AddedHolders
Q3 20217,623$438.0K<0.1%+579+8.2%AddedHolders
Q2 20217,044$447.0K<0.1%−70,280−90.9%ReducedHolders
Q1 202177,324$4.50M<0.1%––Holders

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