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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IR holding history

Ingersoll Rand 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.

IR overviewAll 13F holders of IRFull Q2 2026 holdings

Shares (Q2 2026)
109,961
Value
$9.02M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109,961$9.02M<0.1%−3,705−3.3%ReducedHolders
Q1 2026113,666$9.11M<0.1%+13,670+13.7%AddedHolders
Q4 202599,996$7.92M<0.1%+3,064+3.2%AddedHolders
Q3 202596,932$8.01M<0.1%+2,442+2.6%AddedHolders
Q2 202594,490$7.86M<0.1%+10,057+11.9%AddedHolders
Q1 202584,433$6.76M<0.1%+10,023+13.5%AddedHolders
Q4 202474,410$6.73M<0.1%−35,551−32.3%ReducedHolders
Q3 2024109,961$10.8M<0.1%+43,801+66.2%AddedHolders
Q2 202466,160$6.01M<0.1%+5,458+9.0%AddedHolders
Q1 202460,702$5.76M<0.1%+4,759+8.5%AddedHolders
Q4 202355,943$4.33M<0.1%+17,909+47.1%AddedHolders
Q3 202338,034$2.42M<0.1%+11,590+43.8%AddedHolders
Q2 202326,444$1.73M<0.1%+2,468+10.3%AddedHolders
Q1 202323,976$1.39M<0.1%+1,597+7.1%AddedHolders
Q4 202222,379$1.17M<0.1%+1,955+9.6%AddedHolders
Q3 202220,424$884.0K<0.1%+2,636+14.8%AddedHolders
Q2 202217,788$749.0K<0.1%+561+3.3%AddedHolders
Q1 202217,227$867.0K<0.1%+1,324+8.3%AddedHolders
Q4 202115,903$984.0K<0.1%+770+5.1%AddedHolders
Q3 202115,133$763.0K<0.1%−3,341−18.1%ReducedHolders
Q2 202118,474$902.0K<0.1%−793−4.1%ReducedHolders
Q1 202119,267$948.0K<0.1%––Holders

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