Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

EMCF holding history

Emclaire Financial 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.

EMCF overviewAll 13F holders of EMCFFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of EMCF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−8,394−100.0%Sold outHolders
Q4 20228,394$265.2K<0.1%00.0%UnchangedHolders
Q3 20228,394$296.0K<0.1%00.0%UnchangedHolders
Q2 20228,394$289.0K<0.1%00.0%UnchangedHolders
Q1 20228,394$315.0K<0.1%00.0%UnchangedHolders
Q4 20218,394$243.0K<0.1%00.0%UnchangedHolders
Q3 20218,394$224.0K<0.1%00.0%UnchangedHolders
Q2 20218,394$254.0K<0.1%00.0%UnchangedHolders
Q1 20218,394$243.0K<0.1%––Holders

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