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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IT holding history

Gartner 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.

IT overviewAll 13F holders of ITFull Q2 2026 holdings

Shares (Q2 2026)
58,116
Value
$7.53M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658,116$7.53M<0.1%+3,125+5.7%AddedHolders
Q1 202654,991$8.71M<0.1%+26,554+93.4%AddedHolders
Q4 202528,437$7.17M<0.1%+6,659+30.6%AddedHolders
Q3 202521,778$5.72M<0.1%+9,136+72.3%AddedHolders
Q2 202512,642$5.11M<0.1%+1,205+10.5%AddedHolders
Q1 202511,437$4.80M<0.1%+797+7.5%AddedHolders
Q4 202410,640$5.15M<0.1%−95−0.9%ReducedHolders
Q3 202410,735$5.44M<0.1%+1,307+13.9%AddedHolders
Q2 20249,428$4.23M<0.1%−1,590−14.4%ReducedHolders
Q1 202411,018$5.25M<0.1%+3,142+39.9%AddedHolders
Q4 20237,876$3.55M<0.1%+2,269+40.5%AddedHolders
Q3 20235,607$1.93M<0.1%+361+6.9%AddedHolders
Q2 20235,246$1.84M<0.1%+1,517+40.7%AddedHolders
Q1 20233,729$1.21M<0.1%−868−18.9%ReducedHolders
Q4 20224,597$1.55M<0.1%+986+27.3%AddedHolders
Q3 20223,611$999.0K<0.1%+413+12.9%AddedHolders
Q2 20223,198$773.0K<0.1%+311+10.8%AddedHolders
Q1 20222,887$859.0K<0.1%−102−3.4%ReducedHolders
Q4 20212,989$999.0K<0.1%+242+8.8%AddedHolders
Q3 20212,747$835.0K<0.1%+376+15.9%AddedHolders
Q2 20212,371$574.0K<0.1%−503−17.5%ReducedHolders
Q1 20212,874$525.0K<0.1%––Holders

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