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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IQV holding history

IQVIA Holdings 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.

IQV overviewAll 13F holders of IQVFull Q2 2026 holdings

Shares (Q2 2026)
56,860
Value
$11.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IQV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,860$11.0M<0.1%+5,186+10.0%AddedHolders
Q1 202651,674$8.81M<0.1%−7,683−12.9%ReducedHolders
Q4 202559,357$13.4M<0.1%+9,191+18.3%AddedHolders
Q3 202550,166$9.53M<0.1%+11,015+28.1%AddedHolders
Q2 202539,151$6.17M<0.1%+8,051+25.9%AddedHolders
Q1 202531,100$5.48M<0.1%+6,606+27.0%AddedHolders
Q4 202424,494$4.81M<0.1%+3,481+16.6%AddedHolders
Q3 202421,013$4.98M<0.1%+3,176+17.8%AddedHolders
Q2 202417,837$3.77M<0.1%−320−1.8%ReducedHolders
Q1 202418,157$4.59M<0.1%+2,227+14.0%AddedHolders
Q4 202315,930$3.69M<0.1%−746−4.5%ReducedHolders
Q3 202316,676$3.28M<0.1%+4,160+33.2%AddedHolders
Q2 202312,516$2.81M<0.1%+3,742+42.6%AddedHolders
Q1 20238,774$1.75M<0.1%+987+12.7%AddedHolders
Q4 20227,787$1.60M<0.1%+1,411+22.1%AddedHolders
Q3 20226,376$1.16M<0.1%−94−1.5%ReducedHolders
Q2 20226,470$1.40M<0.1%+2,684+70.9%AddedHolders
Q1 20223,786$876.0K<0.1%+574+17.9%AddedHolders
Q4 20213,212$906.0K<0.1%−93−2.8%ReducedHolders
Q3 20213,305$792.0K<0.1%−657−16.6%ReducedHolders
Q2 20213,962$960.0K<0.1%−1,472−27.1%ReducedHolders
Q1 20215,434$1.05M<0.1%––Holders

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