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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FHN holding history

First Horizon 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.

FHN overviewAll 13F holders of FHNFull Q2 2026 holdings

Shares (Q2 2026)
316,403
Value
$8.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FHN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026316,403$8.11M<0.1%+42,946+15.7%AddedHolders
Q1 2026273,457$6.22M<0.1%+139,629+104.3%AddedHolders
Q4 2025133,828$3.20M<0.1%+11,433+9.3%AddedHolders
Q3 2025122,395$2.77M<0.1%+8,618+7.6%AddedHolders
Q2 2025113,777$2.41M<0.1%+6,863+6.4%AddedHolders
Q1 2025106,914$2.08M<0.1%+24,147+29.2%AddedHolders
Q4 202482,767$1.67M<0.1%+5,904+7.7%AddedHolders
Q3 202476,863$1.19M<0.1%−5,882−7.1%ReducedHolders
Q2 202482,745$1.30M<0.1%+8,263+11.1%AddedHolders
Q1 202474,482$1.15M<0.1%+23,934+47.3%AddedHolders
Q4 202350,548$716.0K<0.1%+4,392+9.5%AddedHolders
Q3 202346,156$508.6K<0.1%−13,531−22.7%ReducedHolders
Q2 202359,687$672.7K<0.1%−10,594−15.1%ReducedHolders
Q1 202370,281$1.25M<0.1%−12,995−15.6%ReducedHolders
Q4 202283,276$2.04M<0.1%+23,524+39.4%AddedHolders
Q3 202259,752$1.37M<0.1%−3,229−5.1%ReducedHolders
Q2 202262,981$1.38M<0.1%+51,521+449.6%AddedHolders
Q1 202211,460$269.0K<0.1%−382−3.2%ReducedHolders
Q4 202111,842$193.0K<0.1%+349+3.0%AddedHolders
Q3 202111,493$187.0K<0.1%+82+0.7%AddedHolders
Q2 202111,411$197.0K<0.1%−726−6.0%ReducedHolders
Q1 202112,137$205.0K<0.1%––Holders

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