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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FAF holding history

First American 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.

FAF overviewAll 13F holders of FAFFull Q2 2026 holdings

Shares (Q2 2026)
18,749
Value
$1.29M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FAF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,749$1.29M<0.1%−8,616−31.5%ReducedHolders
Q1 202627,365$1.65M<0.1%+6,038+28.3%AddedHolders
Q4 202521,327$1.31M<0.1%+9,744+84.1%AddedHolders
Q3 202511,583$744.1K<0.1%+2,624+29.3%AddedHolders
Q2 20258,959$550.0K<0.1%+1,059+13.4%AddedHolders
Q1 20257,900$518.5K<0.1%+77+1.0%AddedHolders
Q4 20247,823$488.5K<0.1%−366−4.5%ReducedHolders
Q3 20248,189$540.6K<0.1%−1,559−16.0%ReducedHolders
Q2 20249,748$525.9K<0.1%+533+5.8%AddedHolders
Q1 20249,215$562.6K<0.1%+264+2.9%AddedHolders
Q4 20238,951$576.8K<0.1%−122−1.3%ReducedHolders
Q3 20239,073$512.6K<0.1%+23+0.3%AddedHolders
Q2 20239,050$516.0K<0.1%+1,663+22.5%AddedHolders
Q1 20237,387$411.2K<0.1%−1,847−20.0%ReducedHolders
Q4 20229,234$483.3K<0.1%+1,932+26.5%AddedHolders
Q3 20227,302$337.0K<0.1%+1,243+20.5%AddedHolders
Q2 20226,059$321.0K<0.1%−1,409−18.9%ReducedHolders
Q1 20227,468$484.0K<0.1%+1,287+20.8%AddedHolders
Q4 20216,181$484.0K<0.1%+155+2.6%AddedHolders
Q3 20216,026$404.0K<0.1%+295+5.1%AddedHolders
Q2 20215,731$357.0K<0.1%+97+1.7%AddedHolders
Q1 20215,634$319.0K<0.1%––Holders

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