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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HLLY holding history

Holley 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.

HLLY overviewAll 13F holders of HLLYFull Q2 2026 holdings

Shares (Q2 2026)
21,653
Value
$55.2K
% of portfolio
<0.1%
Quarters held
5
Since Q1 2025
Holdings of HLLY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,653$55.2K<0.1%−84,398−79.6%ReducedHolders
Q1 2026106,051$325.6K<0.1%−8,105−7.1%ReducedHolders
Q4 2025114,156$471.5K<0.1%+99,279+667.3%AddedHolders
Q3 202514,877$46.7K<0.1%+14,877NewHolders
Q2 20250$00.0%−21,240−100.0%Sold outHolders
Q1 202521,240$54.6K<0.1%+21,240NewHolders