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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ERIE holding history

Erie Indemnity 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.

ERIE overviewAll 13F holders of ERIEFull Q2 2026 holdings

Shares (Q2 2026)
9,858
Value
$2.36M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ERIE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,858$2.36M<0.1%+473+5.0%AddedHolders
Q1 20269,385$2.36M<0.1%+664+7.6%AddedHolders
Q4 20258,721$2.50M<0.1%+121+1.4%AddedHolders
Q3 20258,600$2.74M<0.1%+261+3.1%AddedHolders
Q2 20258,339$2.89M<0.1%+65+0.8%AddedHolders
Q1 20258,274$3.47M<0.1%−40.0%ReducedHolders
Q4 20248,278$3.41M<0.1%00.0%UnchangedHolders
Q3 20248,278$4.47M<0.1%−1,265−13.3%ReducedHolders
Q2 20249,543$3.46M<0.1%−46−0.5%ReducedHolders
Q1 20249,589$3.85M<0.1%+54+0.6%AddedHolders
Q4 20239,535$3.19M<0.1%+349+3.8%AddedHolders
Q3 20239,186$2.70M<0.1%−181−1.9%ReducedHolders
Q2 20239,367$1.97M<0.1%+116+1.3%AddedHolders
Q1 20239,251$2.14M<0.1%−118−1.3%ReducedHolders
Q4 20229,369$2.33M<0.1%+461+5.2%AddedHolders
Q3 20228,908$1.98M<0.1%−203−2.2%ReducedHolders
Q2 20229,111$1.75M<0.1%+40.0%AddedHolders
Q1 20229,107$1.60M<0.1%+481+5.6%AddedHolders
Q4 20218,626$1.66M<0.1%−159−1.8%ReducedHolders
Q3 20218,785$1.57M<0.1%−7,250−45.2%ReducedHolders
Q2 202116,035$3.10M<0.1%+10,076+169.1%AddedHolders
Q1 20215,959$1.32M<0.1%––Holders

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