Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IBCP holding history

Independent Bank Corp 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.

IBCP overviewAll 13F holders of IBCPFull Q2 2026 holdings

Shares (Q2 2026)
30,247
Value
$1.09M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IBCP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202630,247$1.09M<0.1%+4,514+17.5%AddedHolders
Q1 202625,733$856.9K<0.1%−1,261−4.7%ReducedHolders
Q4 202526,994$878.1K<0.1%−1,170−4.2%ReducedHolders
Q3 202528,164$872.4K<0.1%+846+3.1%AddedHolders
Q2 202527,318$885.4K<0.1%+1,010+3.8%AddedHolders
Q1 202526,308$810.0K<0.1%−11,787−30.9%ReducedHolders
Q4 202438,095$1.33M<0.1%+8,789+30.0%AddedHolders
Q3 202429,306$977.4K<0.1%−13,868−32.1%ReducedHolders
Q2 202443,174$1.17M<0.1%+2,209+5.4%AddedHolders
Q1 202440,965$1.04M<0.1%+11,519+39.1%AddedHolders
Q4 202329,446$766.2K<0.1%+1,810+6.5%AddedHolders
Q3 202327,636$506.8K<0.1%+236+0.9%AddedHolders
Q2 202327,400$464.7K<0.1%−661−2.4%ReducedHolders
Q1 202328,061$498.6K<0.1%+312+1.1%AddedHolders
Q4 202227,749$663.8K<0.1%+742+2.7%AddedHolders
Q3 202227,007$516.0K<0.1%00.0%UnchangedHolders
Q2 202227,007$521.0K<0.1%+2,007+8.0%AddedHolders
Q1 202225,000$550.0K<0.1%−2,000−7.4%ReducedHolders
Q4 202127,000$644.0K<0.1%00.0%UnchangedHolders
Q3 202127,000$580.0K<0.1%00.0%UnchangedHolders
Q2 202127,000$586.0K<0.1%00.0%UnchangedHolders
Q1 202127,000$638.0K<0.1%––Holders

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