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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FLEX holding history

Flex Ltd. 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.

FLEX overviewAll 13F holders of FLEXFull Q2 2026 holdings

Shares (Q2 2026)
226,907
Value
$36.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FLEX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026226,907$36.8M<0.1%+21,134+10.3%AddedHolders
Q1 2026205,773$13.5M<0.1%+22,722+12.4%AddedHolders
Q4 2025183,051$11.1M<0.1%+5,487+3.1%AddedHolders
Q3 2025177,564$10.3M<0.1%+16,945+10.5%AddedHolders
Q2 2025160,619$8.02M<0.1%+15,256+10.5%AddedHolders
Q1 2025145,363$4.81M<0.1%+2,132+1.5%AddedHolders
Q4 2024143,231$5.50M<0.1%+1,860+1.3%AddedHolders
Q3 2024141,371$4.73M<0.1%+839+0.6%AddedHolders
Q2 2024140,532$4.14M<0.1%−566−0.4%ReducedHolders
Q1 2024141,098$4.04M<0.1%−3,895−2.7%ReducedHolders
Q4 2023144,993$4.42M<0.1%+1,074+0.7%AddedHolders
Q3 2023143,919$3.88M<0.1%+220.0%AddedHolders
Q2 2023143,897$3.98M<0.1%+1,382+1.0%AddedHolders
Q1 2023142,515$3.28M<0.1%+532+0.4%AddedHolders
Q4 2022141,983$3.05M<0.1%−10,723−7.0%ReducedHolders
Q3 2022152,706$2.54M<0.1%+536+0.4%AddedHolders
Q2 2022152,170$2.20M<0.1%+1,061+0.7%AddedHolders
Q1 2022151,109$2.80M<0.1%−420−0.3%ReducedHolders
Q4 2021151,529$2.78M<0.1%+327+0.2%AddedHolders
Q3 2021151,202$2.67M<0.1%−2,783−1.8%ReducedHolders
Q2 2021153,985$2.75M<0.1%−2,795−1.8%ReducedHolders
Q1 2021156,780$2.87M<0.1%––Holders

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