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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EFX holding history

Equifax 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.

EFX overviewAll 13F holders of EFXFull Q2 2026 holdings

Shares (Q2 2026)
71,247
Value
$11.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of EFX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,247$11.3M<0.1%+6,679+10.3%AddedHolders
Q1 202664,568$11.6M<0.1%+26,408+69.2%AddedHolders
Q4 202538,160$8.28M<0.1%+1,076+2.9%AddedHolders
Q3 202537,084$9.51M<0.1%+1,484+4.2%AddedHolders
Q2 202535,600$9.23M<0.1%+557+1.6%AddedHolders
Q1 202535,043$8.53M<0.1%−79−0.2%ReducedHolders
Q4 202435,122$8.95M<0.1%−2,204−5.9%ReducedHolders
Q3 202437,326$11.0M<0.1%+2,397+6.9%AddedHolders
Q2 202434,929$8.47M<0.1%+1,303+3.9%AddedHolders
Q1 202433,626$9.00M<0.1%+74+0.2%AddedHolders
Q4 202333,552$8.30M<0.1%−5,349−13.8%ReducedHolders
Q3 202338,901$7.13M<0.1%+7,296+23.1%AddedHolders
Q2 202331,605$7.44M<0.1%+1,763+5.9%AddedHolders
Q1 202329,842$6.05M<0.1%−4,329−12.7%ReducedHolders
Q4 202234,171$6.64M<0.1%+10,106+42.0%AddedHolders
Q3 202224,065$4.13M<0.1%+1,038+4.5%AddedHolders
Q2 202223,027$4.21M<0.1%+1,805+8.5%AddedHolders
Q1 202221,222$5.03M<0.1%+13,660+180.6%AddedHolders
Q4 20217,562$2.21M<0.1%−880−10.4%ReducedHolders
Q3 20218,442$2.14M<0.1%−1,171−12.2%ReducedHolders
Q2 20219,613$2.30M<0.1%−996−9.4%ReducedHolders
Q1 202110,609$1.92M<0.1%––Holders

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