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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HLNE holding history

Hamilton Lane 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.

HLNE overviewAll 13F holders of HLNEFull Q2 2026 holdings

Shares (Q2 2026)
57,711
Value
$4.55M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HLNE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,711$4.55M<0.1%+36,823+176.3%AddedHolders
Q1 202620,888$2.08M<0.1%−1,049−4.8%ReducedHolders
Q4 202521,937$2.95M<0.1%+8,707+65.8%AddedHolders
Q3 202513,230$1.78M<0.1%+2,896+28.0%AddedHolders
Q2 202510,334$1.47M<0.1%−548−5.0%ReducedHolders
Q1 202510,882$1.62M<0.1%−54,825−83.4%ReducedHolders
Q4 202465,707$9.73M<0.1%−894−1.3%ReducedHolders
Q3 202466,601$11.2M<0.1%+3,829+6.1%AddedHolders
Q2 202462,772$7.76M<0.1%+3,147+5.3%AddedHolders
Q1 202459,625$6.72M<0.1%−16,262−21.4%ReducedHolders
Q4 202375,887$8.61M<0.1%+1,632+2.2%AddedHolders
Q3 202374,255$6.72M<0.1%+1,093+1.5%AddedHolders
Q2 202373,162$5.85M<0.1%−150.0%ReducedHolders
Q1 202373,177$5.41M<0.1%+467+0.6%AddedHolders
Q4 202272,710$4.64M<0.1%−294−0.4%ReducedHolders
Q3 202273,004$4.35M<0.1%−617−0.8%ReducedHolders
Q2 202273,621$4.95M<0.1%+346+0.5%AddedHolders
Q1 202273,275$5.66M<0.1%+350.0%AddedHolders
Q4 202173,240$7.59M<0.1%−11,000−13.1%ReducedHolders
Q3 202184,240$7.14M<0.1%00.0%UnchangedHolders
Q2 202184,240$7.68M<0.1%00.0%UnchangedHolders
Q1 202184,240$7.46M<0.1%––Holders

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