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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IDA holding history

Idacorp 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.

IDA overviewAll 13F holders of IDAFull Q2 2026 holdings

Shares (Q2 2026)
76,894
Value
$11.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IDA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202676,894$11.6M<0.1%+20,619+36.6%AddedHolders
Q1 202656,275$8.05M<0.1%+16,506+41.5%AddedHolders
Q4 202539,769$5.03M<0.1%+12,494+45.8%AddedHolders
Q3 202527,275$3.60M<0.1%+7,028+34.7%AddedHolders
Q2 202520,247$2.34M<0.1%+929+4.8%AddedHolders
Q1 202519,318$2.25M<0.1%−865−4.3%ReducedHolders
Q4 202420,183$2.21M<0.1%+3,079+18.0%AddedHolders
Q3 202417,104$1.76M<0.1%+1,449+9.3%AddedHolders
Q2 202415,655$1.46M<0.1%+7,712+97.1%AddedHolders
Q1 20247,943$737.8K<0.1%+479+6.4%AddedHolders
Q4 20237,464$733.9K<0.1%+14+0.2%AddedHolders
Q3 20237,450$697.7K<0.1%+1,590+27.1%AddedHolders
Q2 20235,860$601.2K<0.1%+426+7.8%AddedHolders
Q1 20235,434$588.7K<0.1%+573+11.8%AddedHolders
Q4 20224,861$524.3K<0.1%+162+3.4%AddedHolders
Q3 20224,699$465.0K<0.1%+1,233+35.6%AddedHolders
Q2 20223,466$367.0K<0.1%+280+8.8%AddedHolders
Q1 20223,186$368.0K<0.1%+871+37.6%AddedHolders
Q4 20212,315$262.0K<0.1%−282−10.9%ReducedHolders
Q3 20212,597$268.0K<0.1%+182+7.5%AddedHolders
Q2 20212,415$235.0K<0.1%−2,193−47.6%ReducedHolders
Q1 20214,608$461.0K<0.1%––Holders

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