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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HLF holding history

Herbalife 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.

HLF overviewAll 13F holders of HLFFull Q2 2026 holdings

Shares (Q2 2026)
42,428
Value
$557.9K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2023
Holdings of HLF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202642,428$557.9K<0.1%−7,018−14.2%ReducedHolders
Q1 202649,446$727.8K<0.1%+9,575+24.0%AddedHolders
Q4 202539,871$513.9K<0.1%+12,869+47.7%AddedHolders
Q3 202527,002$227.9K<0.1%+5,522+25.7%AddedHolders
Q2 202521,480$185.2K<0.1%−1,966−8.4%ReducedHolders
Q1 202523,446$202.3K<0.1%+23,286+14,553.8%AddedHolders
Q4 2024160$1.07K<0.1%+160NewHolders
Q3 20240$00.0%−14,975−100.0%Sold outHolders
Q2 202414,975$155.6K<0.1%+14,975NewHolders
Q2 20230$00.0%−39−100.0%Sold outHolders
Q1 202339$628<0.1%+39NewHolders