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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

J holding history

Jacobs Solutions 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.

J overviewAll 13F holders of JFull Q2 2026 holdings

Shares (Q2 2026)
54,335
Value
$6.85M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of J by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202654,335$6.85M<0.1%−6,402−10.5%ReducedHolders
Q1 202660,737$7.73M<0.1%+19,321+46.7%AddedHolders
Q4 202541,416$5.49M<0.1%−5,175−11.1%ReducedHolders
Q3 202546,591$6.98M<0.1%+11,036+31.0%AddedHolders
Q2 202535,555$4.67M<0.1%+1,244+3.6%AddedHolders
Q1 202534,311$4.15M<0.1%−501−1.4%ReducedHolders
Q4 202434,812$4.65M<0.1%+2,733+8.5%AddedHolders
Q3 202432,079$4.20M<0.1%+327+1.0%AddedHolders
Q2 202431,752$4.44M<0.1%+643+2.1%AddedHolders
Q1 202431,109$4.78M<0.1%+754+2.5%AddedHolders
Q4 202330,355$3.94M<0.1%+1,214+4.2%AddedHolders
Q3 202329,141$3.98M<0.1%+84+0.3%AddedHolders
Q2 202329,057$3.45M<0.1%+1,717+6.3%AddedHolders
Q1 202327,340$3.21M<0.1%−2,199−7.4%ReducedHolders
Q4 202229,539$3.55M<0.1%+2,821+10.6%AddedHolders
Q3 202226,718$2.90M<0.1%−117−0.4%ReducedHolders
Q2 202226,835$3.41M<0.1%+785+3.0%AddedHolders
Q1 202226,050$3.59M<0.1%−30.0%ReducedHolders
Q4 202126,053$3.63M<0.1%−574−2.2%ReducedHolders
Q3 202126,627$3.53M<0.1%−165−0.6%ReducedHolders
Q2 202126,792$3.58M<0.1%−4,288−13.8%ReducedHolders
Q1 202131,080$4.02M<0.1%––Holders

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