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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DHC holding history

Diversified Healthcare Trust 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.

DHC overviewAll 13F holders of DHCFull Q2 2026 holdings

Shares (Q2 2026)
242,193
Value
$2.25M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DHC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026242,193$2.25M<0.1%+7,216+3.1%AddedHolders
Q1 2026234,977$1.56M<0.1%+1,007+0.4%AddedHolders
Q4 2025233,970$1.13M<0.1%−5,588−2.3%ReducedHolders
Q3 2025239,558$1.06M<0.1%+211,498+753.7%AddedHolders
Q2 202528,060$100.5K<0.1%−3,013−9.7%ReducedHolders
Q1 202531,073$74.6K<0.1%−10,428−25.1%ReducedHolders
Q4 202441,501$95.5K<0.1%+19,100+85.3%AddedHolders
Q3 202422,401$93.9K<0.1%+2,767+14.1%AddedHolders
Q2 202419,634$59.9K<0.1%+1,217+6.6%AddedHolders
Q1 202418,417$45.3K<0.1%−162−0.9%ReducedHolders
Q4 202318,579$69.5K<0.1%+3,199+20.8%AddedHolders
Q3 202315,380$29.8K<0.1%00.0%UnchangedHolders
Q2 202315,380$34.6K<0.1%−1,816−10.6%ReducedHolders
Q1 202317,196$23.2K<0.1%+2,760+19.1%AddedHolders
Q4 202214,436$9.34K<0.1%+358+2.5%AddedHolders
Q3 202214,078$14.0K<0.1%+15+0.1%AddedHolders
Q2 202214,063$26.0K<0.1%−2,908−17.1%ReducedHolders
Q1 202216,971$54.0K<0.1%−982−5.5%ReducedHolders
Q4 202117,953$55.0K<0.1%+1,000+5.9%AddedHolders
Q3 202116,953$57.0K<0.1%+2,645+18.5%AddedHolders
Q2 202114,308$60.0K<0.1%−3,927−21.5%ReducedHolders
Q1 202118,235$87.0K<0.1%––Holders

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