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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

DLX holding history

Deluxe Corp 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.

DLX overviewAll 13F holders of DLXFull Q2 2026 holdings

Shares (Q2 2026)
87,391
Value
$2.09M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of DLX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202687,391$2.09M<0.1%−17,751−16.9%ReducedHolders
Q1 2026105,142$2.90M<0.1%+27,849+36.0%AddedHolders
Q4 202577,293$1.73M<0.1%+35,660+85.7%AddedHolders
Q3 202541,633$806.0K<0.1%+17,817+74.8%AddedHolders
Q2 202523,816$378.9K<0.1%−27,799−53.9%ReducedHolders
Q1 202551,615$816.0K<0.1%+15,092+41.3%AddedHolders
Q4 202436,523$825.1K<0.1%+9,827+36.8%AddedHolders
Q3 202426,696$520.3K<0.1%+327+1.2%AddedHolders
Q2 202426,369$592.2K<0.1%−716−2.6%ReducedHolders
Q1 202427,085$557.7K<0.1%−24−0.1%ReducedHolders
Q4 202327,109$581.5K<0.1%+5,195+23.7%AddedHolders
Q3 202321,914$414.0K<0.1%+105+0.5%AddedHolders
Q2 202321,809$381.2K<0.1%−7,313−25.1%ReducedHolders
Q1 202329,122$466.0K<0.1%−10,708−26.9%ReducedHolders
Q4 202239,830$676.3K<0.1%+39,830NewHolders
Q3 20220$00.0%−38,735−100.0%Sold outHolders
Q2 202238,735$839.0K<0.1%+30,833+390.2%AddedHolders
Q1 20227,902$239.0K<0.1%+122+1.6%AddedHolders
Q4 20217,780$250.0K<0.1%−302−3.7%ReducedHolders
Q3 20218,082$290.0K<0.1%+21+0.3%AddedHolders
Q2 20218,061$385.0K<0.1%−159,241−95.2%ReducedHolders
Q1 2021167,302$7.02M<0.1%––Holders

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