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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

KIM holding history

Kimco Realty 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.

KIM overviewAll 13F holders of KIMFull Q2 2026 holdings

Shares (Q2 2026)
555,518
Value
$14.1M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of KIM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026555,518$14.1M<0.1%+187,391+50.9%AddedHolders
Q1 2026368,127$8.27M<0.1%+196,752+114.8%AddedHolders
Q4 2025171,375$3.47M<0.1%+49,041+40.1%AddedHolders
Q3 2025122,334$2.67M<0.1%+65,217+114.2%AddedHolders
Q2 202557,117$1.20M<0.1%+8,210+16.8%AddedHolders
Q1 202548,907$1.04M<0.1%−7,852−13.8%ReducedHolders
Q4 202456,759$1.33M<0.1%+5,629+11.0%AddedHolders
Q3 202451,130$1.19M<0.1%+1,740+3.5%AddedHolders
Q2 202449,390$961.1K<0.1%−1,205−2.4%ReducedHolders
Q1 202450,595$992.2K<0.1%+5,674+12.6%AddedHolders
Q4 202344,921$957.3K<0.1%+4,532+11.2%AddedHolders
Q3 202340,389$710.4K<0.1%+9,162+29.3%AddedHolders
Q2 202331,227$615.8K<0.1%+767+2.5%AddedHolders
Q1 202330,460$594.9K<0.1%+5,387+21.5%AddedHolders
Q4 202225,073$531.0K<0.1%+1,592+6.8%AddedHolders
Q3 202223,481$432.0K<0.1%+3,915+20.0%AddedHolders
Q2 202219,566$387.0K<0.1%+257+1.3%AddedHolders
Q1 202219,309$477.0K<0.1%+352+1.9%AddedHolders
Q4 202118,957$467.0K<0.1%+1,183+6.7%AddedHolders
Q3 202117,774$369.0K<0.1%+17,774NewHolders
Q2 20210$00.0%−22,297−100.0%Sold outHolders
Q1 202122,297$418.0K<0.1%––Holders

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