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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FULT holding history

Fulton 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.

FULT overviewAll 13F holders of FULTFull Q2 2026 holdings

Shares (Q2 2026)
58,610
Value
$1.42M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FULT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,610$1.42M<0.1%+1,580+2.8%AddedHolders
Q1 202657,030$1.16M<0.1%+1,362+2.4%AddedHolders
Q4 202555,668$1.08M<0.1%−3,112−5.3%ReducedHolders
Q3 202558,780$1.10M<0.1%+5,295+9.9%AddedHolders
Q2 202553,485$964.9K<0.1%−475−0.9%ReducedHolders
Q1 202553,960$976.1K<0.1%+19,773+57.8%AddedHolders
Q4 202434,187$659.1K<0.1%+633+1.9%AddedHolders
Q3 202433,554$608.3K<0.1%+7,039+26.5%AddedHolders
Q2 202426,515$450.2K<0.1%+358+1.4%AddedHolders
Q1 202426,157$415.6K<0.1%00.0%UnchangedHolders
Q4 202326,157$430.5K<0.1%−290−1.1%ReducedHolders
Q3 202326,447$320.3K<0.1%−2,739−9.4%ReducedHolders
Q2 202329,186$347.9K<0.1%−4,406−13.1%ReducedHolders
Q1 202333,592$464.2K<0.1%+11,564+52.5%AddedHolders
Q4 202222,028$370.7K<0.1%−6,438−22.6%ReducedHolders
Q3 202228,466$450.0K<0.1%+9,136+47.3%AddedHolders
Q2 202219,330$279.0K<0.1%−244−1.2%ReducedHolders
Q1 202219,574$325.0K<0.1%+81+0.4%AddedHolders
Q4 202119,493$331.0K<0.1%+5,021+34.7%AddedHolders
Q3 202114,472$221.0K<0.1%+92+0.6%AddedHolders
Q2 202114,380$227.0K<0.1%+86+0.6%AddedHolders
Q1 202114,294$243.0K<0.1%––Holders

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