Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IX holding history

Orix 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.

IX overviewAll 13F holders of IXFull Q2 2026 holdings

Shares (Q2 2026)
37,467
Value
$1.43M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of IX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,467$1.43M<0.1%+5,017+15.5%AddedHolders
Q1 202632,450$973.2K<0.1%+938+3.0%AddedHolders
Q4 202531,512$920.8K<0.1%+1,505+5.0%AddedHolders
Q3 202530,007$783.8K<0.1%+3,170+11.8%AddedHolders
Q2 202526,837$604.4K<0.1%+2,803+11.7%AddedHolders
Q1 202524,034$502.1K<0.1%−576−2.3%ReducedConverted for a 5-for-1 splitHolders
Q4 20244,922$522.9K<0.1%+246+5.3%AddedHolders
Q3 20244,676$542.6K<0.1%+291+6.6%AddedHolders
Q2 20244,385$488.0K<0.1%+30+0.7%AddedHolders
Q1 20244,355$479.9K<0.1%+162+3.9%AddedHolders
Q4 20234,193$391.6K<0.1%−17−0.4%ReducedHolders
Q3 20234,210$395.3K<0.1%−54−1.3%ReducedHolders
Q2 20234,264$388.9K<0.1%+960+29.1%AddedHolders
Q1 20233,304$271.2K<0.1%−1,213−26.9%ReducedHolders
Q4 20224,517$363.7K<0.1%−70−1.5%ReducedHolders
Q3 20224,587$324.0K<0.1%+229+5.3%AddedHolders
Q2 20224,358$367.0K<0.1%+1,131+35.0%AddedHolders
Q1 20223,227$322.0K<0.1%+112+3.6%AddedHolders
Q4 20213,115$317.0K<0.1%−48−1.5%ReducedHolders
Q3 20213,163$299.0K<0.1%+3,163NewHolders
Q2 20210$00.0%−3,073−100.0%Sold outHolders
Q1 20213,073$261.0K<0.1%––Holders

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