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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IEX holding history

Idex 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.

IEX overviewAll 13F holders of IEXFull Q2 2026 holdings

Shares (Q2 2026)
56,903
Value
$12.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IEX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,903$12.9M<0.1%+15,188+36.4%AddedHolders
Q1 202641,715$7.91M<0.1%+12,215+41.4%AddedHolders
Q4 202529,500$5.25M<0.1%+15,931+117.4%AddedHolders
Q3 202513,569$2.21M<0.1%+1,444+11.9%AddedHolders
Q2 202512,125$2.13M<0.1%+5,724+89.4%AddedHolders
Q1 20256,401$1.16M<0.1%+456+7.7%AddedHolders
Q4 20245,945$1.24M<0.1%+921+18.3%AddedHolders
Q3 20245,024$1.08M<0.1%−323−6.0%ReducedHolders
Q2 20245,347$1.08M<0.1%+407+8.2%AddedHolders
Q1 20244,940$1.21M<0.1%+468+10.5%AddedHolders
Q4 20234,472$970.9K<0.1%+188+4.4%AddedHolders
Q3 20234,284$891.2K<0.1%+116+2.8%AddedHolders
Q2 20234,168$897.2K<0.1%−154−3.6%ReducedHolders
Q1 20234,322$998.5K<0.1%+371+9.4%AddedHolders
Q4 20223,951$902.1K<0.1%+505+14.7%AddedHolders
Q3 20223,446$689.0K<0.1%+585+20.4%AddedHolders
Q2 20222,861$520.0K<0.1%−177−5.8%ReducedHolders
Q1 20223,038$583.0K<0.1%+58+1.9%AddedHolders
Q4 20212,980$704.0K<0.1%+32+1.1%AddedHolders
Q3 20212,948$610.0K<0.1%+69+2.4%AddedHolders
Q2 20212,879$634.0K<0.1%−492−14.6%ReducedHolders
Q1 20213,371$706.0K<0.1%––Holders

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