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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DHY holding history

UBS Asset Management High Yield Credit Fund 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.

DHY overviewAll 13F holders of DHYFull Q2 2026 holdings

Shares (Q2 2026)
69,208
Value
$123.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DHY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,208$123.2K<0.1%00.0%UnchangedHolders
Q1 202669,208$131.5K<0.1%−2,169−3.0%ReducedHolders
Q4 202571,377$142.8K<0.1%−1,000−1.4%ReducedHolders
Q3 202572,377$149.1K<0.1%−1,000−1.4%ReducedHolders
Q2 202573,377$156.3K<0.1%−17,418−19.2%ReducedHolders
Q1 202590,795$192.5K<0.1%−555−0.6%ReducedHolders
Q4 202491,350$195.5K<0.1%+555+0.6%AddedHolders
Q3 202490,795$206.1K<0.1%00.0%UnchangedHolders
Q2 202490,795$183.4K<0.1%00.0%UnchangedHolders
Q1 202490,795$183.4K<0.1%−18,558−17.0%ReducedHolders
Q4 2023109,353$216.5K<0.1%−7,630−6.5%ReducedHolders
Q3 2023116,983$219.9K<0.1%00.0%UnchangedHolders
Q2 2023116,983$221.1K<0.1%00.0%UnchangedHolders
Q1 2023116,983$221.1K<0.1%00.0%UnchangedHolders
Q4 2022116,983$205.9K<0.1%00.0%UnchangedHolders
Q3 2022116,983$206.0K<0.1%00.0%UnchangedHolders
Q2 2022116,983$221.0K<0.1%00.0%UnchangedHolders
Q1 2022116,983$255.0K<0.1%−5,000−4.1%ReducedHolders
Q4 2021121,983$301.0K<0.1%00.0%UnchangedHolders
Q3 2021121,983$301.0K<0.1%00.0%UnchangedHolders
Q2 2021121,983$306.0K<0.1%−1,200−1.0%ReducedHolders
Q1 2021123,183$297.0K<0.1%––Holders

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