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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FHI holding history

Federated Hermes, 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.

FHI overviewAll 13F holders of FHIFull Q2 2026 holdings

Shares (Q2 2026)
62,147
Value
$3.43M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FHI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202662,147$3.43M<0.1%+13,503+27.8%AddedHolders
Q1 202648,644$2.76M<0.1%+6,500+15.4%AddedHolders
Q4 202542,144$2.19M<0.1%+12,857+43.9%AddedHolders
Q3 202529,287$1.52M<0.1%+7,948+37.2%AddedHolders
Q2 202521,339$945.7K<0.1%−642−2.9%ReducedHolders
Q1 202521,981$896.2K<0.1%+1,558+7.6%AddedHolders
Q4 202420,423$839.6K<0.1%+2,525+14.1%AddedHolders
Q3 202417,898$658.1K<0.1%−5,318−22.9%ReducedHolders
Q2 202423,216$763.3K<0.1%−68−0.3%ReducedHolders
Q1 202423,284$841.0K<0.1%+685+3.0%AddedHolders
Q4 202322,599$765.2K<0.1%−4,515−16.7%ReducedHolders
Q3 202327,114$918.4K<0.1%+2,623+10.7%AddedHolders
Q2 202324,491$878.0K<0.1%+66+0.3%AddedHolders
Q1 202324,425$980.4K<0.1%−8,534−25.9%ReducedHolders
Q4 202232,959$1.20M<0.1%−1,049−3.1%ReducedHolders
Q3 202234,008$1.13M<0.1%+2,858+9.2%AddedHolders
Q2 202231,150$990.0K<0.1%+82+0.3%AddedHolders
Q1 202231,068$1.06M<0.1%+369+1.2%AddedHolders
Q4 202130,699$1.15M<0.1%00.0%UnchangedHolders
Q3 202130,699$998.0K<0.1%−13,910−31.2%ReducedHolders
Q2 202144,609$1.51M<0.1%+22,728+103.9%AddedHolders
Q1 202121,881$685.0K<0.1%––Holders

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