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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

GL holding history

Globe Life 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.

GL overviewAll 13F holders of GLFull Q2 2026 holdings

Shares (Q2 2026)
83,207
Value
$14.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683,207$14.9M<0.1%+19,839+31.3%AddedHolders
Q1 202663,368$8.82M<0.1%+16,118+34.1%AddedHolders
Q4 202547,250$6.61M<0.1%+3,374+7.7%AddedHolders
Q3 202543,876$6.27M<0.1%+7,021+19.1%AddedHolders
Q2 202536,855$4.58M<0.1%+101+0.3%AddedHolders
Q1 202536,754$4.84M<0.1%+3,467+10.4%AddedHolders
Q4 202433,287$3.71M<0.1%+810+2.5%AddedHolders
Q3 202432,477$3.44M<0.1%+9,892+43.8%AddedHolders
Q2 202422,585$1.86M<0.1%+2,827+14.3%AddedHolders
Q1 202419,758$2.30M<0.1%−1,051−5.1%ReducedHolders
Q4 202320,809$2.53M<0.1%+39+0.2%AddedHolders
Q3 202320,770$2.26M<0.1%−54−0.3%ReducedHolders
Q2 202320,824$2.28M<0.1%−960−4.4%ReducedHolders
Q1 202321,784$2.40M<0.1%+1,174+5.7%AddedHolders
Q4 202220,610$2.48M<0.1%+2,046+11.0%AddedHolders
Q3 202218,564$1.85M<0.1%+113+0.6%AddedHolders
Q2 202218,451$1.80M<0.1%+15,394+503.6%AddedHolders
Q1 20223,057$308.0K<0.1%+4+0.1%AddedHolders
Q4 20213,053$286.0K<0.1%−568−15.7%ReducedHolders
Q3 20213,621$322.0K<0.1%+595+19.7%AddedHolders
Q2 20213,026$288.0K<0.1%+532+21.3%AddedHolders
Q1 20212,494$241.0K<0.1%––Holders

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