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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EBC holding history

Eastern Bankshares, 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.

EBC overviewAll 13F holders of EBCFull Q2 2026 holdings

Shares (Q2 2026)
286,369
Value
$6.37M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EBC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026286,369$6.37M<0.1%+7,125+2.6%AddedHolders
Q1 2026279,244$5.46M<0.1%+17,216+6.6%AddedHolders
Q4 2025262,028$4.83M<0.1%+9,609+3.8%AddedHolders
Q3 2025252,419$4.58M<0.1%+32,925+15.0%AddedHolders
Q2 2025219,494$3.35M<0.1%+13,978+6.8%AddedHolders
Q1 2025205,516$3.37M<0.1%+36,209+21.4%AddedHolders
Q4 2024169,307$2.92M<0.1%−1,822−1.1%ReducedHolders
Q3 2024171,129$2.80M<0.1%+36,743+27.3%AddedHolders
Q2 2024134,386$1.88M<0.1%+8,857+7.1%AddedHolders
Q1 2024125,529$1.73M<0.1%+1,651+1.3%AddedHolders
Q4 2023123,878$1.76M<0.1%+8,551+7.4%AddedHolders
Q3 2023115,327$1.45M<0.1%+6,145+5.6%AddedHolders
Q2 2023109,182$1.34M<0.1%+48,367+79.5%AddedHolders
Q1 202360,815$767.5K<0.1%−7,858−11.4%ReducedHolders
Q4 202268,673$1.18M<0.1%+77+0.1%AddedHolders
Q3 202268,596$1.35M<0.1%+304+0.4%AddedHolders
Q2 202268,292$1.26M<0.1%+847+1.3%AddedHolders
Q1 202267,445$1.45M<0.1%00.0%UnchangedHolders
Q4 202167,445$1.36M<0.1%00.0%UnchangedHolders
Q3 202167,445$1.37M<0.1%+46,744+225.8%AddedHolders
Q2 202120,701$426.0K<0.1%−42,644−67.3%ReducedHolders
Q1 202163,345$1.22M<0.1%––Holders

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