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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HELE holding history

Helen of Troy 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.

HELE overviewAll 13F holders of HELEFull Q2 2026 holdings

Shares (Q2 2026)
104,010
Value
$3.02M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HELE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026104,010$3.02M<0.1%+30,305+41.1%AddedHolders
Q1 202673,705$1.06M<0.1%+46,617+172.1%AddedHolders
Q4 202527,088$575.6K<0.1%−1,679−5.8%ReducedHolders
Q3 202528,767$724.9K<0.1%+8,946+45.1%AddedHolders
Q2 202519,821$562.5K<0.1%+15,703+381.3%AddedHolders
Q1 20254,118$220.3K<0.1%−1,184−22.3%ReducedHolders
Q4 20245,302$317.2K<0.1%+1,268+31.4%AddedHolders
Q3 20244,034$249.5K<0.1%−52,529−92.9%ReducedHolders
Q2 202456,563$5.25M<0.1%−218−0.4%ReducedHolders
Q1 202456,781$6.54M<0.1%+79+0.1%AddedHolders
Q4 202356,702$6.85M<0.1%−21,457−27.5%ReducedHolders
Q3 202378,159$9.11M<0.1%−3,750−4.6%ReducedHolders
Q2 202381,909$8.85M<0.1%+250.0%AddedHolders
Q1 202381,884$7.79M<0.1%+1,968+2.5%AddedHolders
Q4 202279,916$8.86M<0.1%+200+0.3%AddedHolders
Q3 202279,716$7.69M<0.1%+449+0.6%AddedHolders
Q2 202279,267$12.9M<0.1%00.0%UnchangedHolders
Q1 202279,267$15.5M<0.1%+173+0.2%AddedHolders
Q4 202179,094$19.3M<0.1%+170.0%AddedHolders
Q3 202179,077$17.8M<0.1%+1,143+1.5%AddedHolders
Q2 202177,934$17.8M<0.1%−1,237−1.6%ReducedHolders
Q1 202179,171$16.7M<0.1%––Holders

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