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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

JEF holding history

Jefferies Financial Group 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.

JEF overviewAll 13F holders of JEFFull Q2 2026 holdings

Shares (Q2 2026)
189,341
Value
$9.46M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of JEF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026189,341$9.46M<0.1%+45,678+31.8%AddedHolders
Q1 2026143,663$5.93M<0.1%+56,402+64.6%AddedHolders
Q4 202587,261$5.41M<0.1%+32,993+60.8%AddedHolders
Q3 202554,268$3.55M<0.1%+6,841+14.4%AddedHolders
Q2 202547,427$2.59M<0.1%−1,860−3.8%ReducedHolders
Q1 202549,287$2.64M<0.1%+18,346+59.3%AddedHolders
Q4 202430,941$2.43M<0.1%+2,668+9.4%AddedHolders
Q3 202428,273$1.74M<0.1%+4,349+18.2%AddedHolders
Q2 202423,924$1.19M<0.1%+2,995+14.3%AddedHolders
Q1 202420,929$923.0K<0.1%+750+3.7%AddedHolders
Q4 202320,179$815.4K<0.1%+998+5.2%AddedHolders
Q3 202319,181$702.6K<0.1%+2,233+13.2%AddedHolders
Q2 202316,948$562.2K<0.1%+4,351+34.5%AddedHolders
Q1 202312,597$399.8K<0.1%+1,405+12.6%AddedHolders
Q4 202211,192$383.7K<0.1%−128−1.1%ReducedHolders
Q3 202211,320$334.0K<0.1%+3,858+51.7%AddedHolders
Q2 20227,462$206.0K<0.1%−3,276−30.5%ReducedHolders
Q1 202210,738$353.0K<0.1%−918−7.9%ReducedHolders
Q4 202111,656$452.0K<0.1%+435+3.9%AddedHolders
Q3 202111,221$417.0K<0.1%+4,981+79.8%AddedHolders
Q2 20216,240$213.0K<0.1%−6,296−50.2%ReducedHolders
Q1 202112,536$377.0K<0.1%––Holders

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