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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ERIC holding history

Ericsson LM Telephone Co 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.

ERIC overviewAll 13F holders of ERICFull Q2 2026 holdings

Shares (Q2 2026)
108,275
Value
$1.21M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ERIC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026108,275$1.21M<0.1%+58,136+115.9%AddedHolders
Q1 202650,139$565.1K<0.1%+24,424+95.0%AddedHolders
Q4 202525,715$248.2K<0.1%+3,540+16.0%AddedHolders
Q3 202522,175$183.4K<0.1%−1,120−4.8%ReducedHolders
Q2 202523,295$197.5K<0.1%−7,951−25.4%ReducedHolders
Q1 202531,246$242.5K<0.1%+11,928+61.7%AddedHolders
Q4 202419,318$155.7K<0.1%+4,610+31.3%AddedHolders
Q3 202414,708$111.5K<0.1%+70+0.5%AddedHolders
Q2 202414,638$90.3K<0.1%+2,442+20.0%AddedHolders
Q1 202412,196$67.2K<0.1%+8+0.1%AddedHolders
Q4 202312,188$76.8K<0.1%−3,430−22.0%ReducedHolders
Q3 202315,618$75.9K<0.1%−5,020−24.3%ReducedHolders
Q2 202320,638$112.5K<0.1%+1,254+6.5%AddedHolders
Q1 202319,384$113.4K<0.1%−8,036−29.3%ReducedHolders
Q4 202227,420$160.1K<0.1%+826+3.1%AddedHolders
Q3 202226,594$153.0K<0.1%−12,941−32.7%ReducedHolders
Q2 202239,535$293.0K<0.1%+9,128+30.0%AddedHolders
Q1 202230,407$278.0K<0.1%+1,021+3.5%AddedHolders
Q4 202129,386$319.0K<0.1%−2,530−7.9%ReducedHolders
Q3 202131,916$357.0K<0.1%−2,535−7.4%ReducedHolders
Q2 202134,451$433.0K<0.1%−50,441−59.4%ReducedHolders
Q1 202184,892$1.12M<0.1%––Holders

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