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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EFSC holding history

Enterprise Financial Services 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.

EFSC overviewAll 13F holders of EFSCFull Q2 2026 holdings

Shares (Q2 2026)
72,243
Value
$4.76M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EFSC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202672,243$4.76M<0.1%+14,054+24.2%AddedHolders
Q1 202658,189$3.15M<0.1%+7,764+15.4%AddedHolders
Q4 202550,425$2.72M<0.1%−5,546−9.9%ReducedHolders
Q3 202555,971$3.25M<0.1%−9,621−14.7%ReducedHolders
Q2 202565,592$3.61M<0.1%+8,496+14.9%AddedHolders
Q1 202557,096$3.07M<0.1%+15,340+36.7%AddedHolders
Q4 202441,756$2.36M<0.1%−2,076−4.7%ReducedHolders
Q3 202443,832$2.25M<0.1%+6,802+18.4%AddedHolders
Q2 202437,030$1.51M<0.1%+3,474+10.4%AddedHolders
Q1 202433,556$1.36M<0.1%+2,543+8.2%AddedHolders
Q4 202331,013$1.38M<0.1%−899−2.8%ReducedHolders
Q3 202331,912$1.20M<0.1%+869+2.8%AddedHolders
Q2 202331,043$1.21M<0.1%+904+3.0%AddedHolders
Q1 202330,139$1.34M<0.1%+35+0.1%AddedHolders
Q4 202230,104$1.47M<0.1%+2,130+7.6%AddedHolders
Q3 202227,974$1.23M<0.1%+2,067+8.0%AddedHolders
Q2 202225,907$1.07M<0.1%00.0%UnchangedHolders
Q1 202225,907$1.23M<0.1%+2,498+10.7%AddedHolders
Q4 202123,409$1.10M<0.1%00.0%UnchangedHolders
Q3 202123,409$1.06M<0.1%00.0%UnchangedHolders
Q2 202123,409$1.09M<0.1%−22,720−49.3%ReducedHolders
Q1 202146,129$2.28M<0.1%––Holders

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