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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FTS holding history

Fortis 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.

FTS overviewAll 13F holders of FTSFull Q2 2026 holdings

Shares (Q2 2026)
340,305
Value
$19.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FTS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026340,305$19.5M<0.1%+88,131+34.9%AddedHolders
Q1 2026252,174$14.1M<0.1%+46,519+22.6%AddedHolders
Q4 2025205,655$10.7M<0.1%+101,333+97.1%AddedHolders
Q3 2025104,322$5.29M<0.1%+26,615+34.3%AddedHolders
Q2 202577,707$3.71M<0.1%+4,999+6.9%AddedHolders
Q1 202572,708$3.31M<0.1%+11,974+19.7%AddedHolders
Q4 202460,734$2.52M<0.1%+8,468+16.2%AddedHolders
Q3 202452,266$2.37M<0.1%+9,108+21.1%AddedHolders
Q2 202443,158$1.68M<0.1%−2,552−5.6%ReducedHolders
Q1 202445,710$1.81M<0.1%+1,884+4.3%AddedHolders
Q4 202343,826$1.80M<0.1%+10,163+30.2%AddedHolders
Q3 202333,663$1.28M<0.1%−206−0.6%ReducedHolders
Q2 202333,869$1.46M<0.1%+12,775+60.6%AddedHolders
Q1 202321,094$897.1K<0.1%+2,835+15.5%AddedHolders
Q4 202218,259$731.1K<0.1%+6,292+52.6%AddedHolders
Q3 202211,967$455.0K<0.1%+934+8.5%AddedHolders
Q2 202211,033$522.0K<0.1%+1,656+17.7%AddedHolders
Q1 20229,377$464.0K<0.1%+258+2.8%AddedHolders
Q4 20219,119$440.0K<0.1%−64−0.7%ReducedHolders
Q3 20219,183$407.0K<0.1%+1,405+18.1%AddedHolders
Q2 20217,778$344.0K<0.1%−497−6.0%ReducedHolders
Q1 20218,275$359.0K<0.1%––Holders

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