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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

LNC holding history

Lincoln National 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.

LNC overviewAll 13F holders of LNCFull Q2 2026 holdings

Shares (Q2 2026)
34,493
Value
$1.22M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LNC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,493$1.22M<0.1%+14,090+69.1%AddedHolders
Q1 202620,403$724.3K<0.1%+390+1.9%AddedHolders
Q4 202520,013$891.2K<0.1%−311−1.5%ReducedHolders
Q3 202520,324$819.7K<0.1%+1,890+10.3%AddedHolders
Q2 202518,434$637.8K<0.1%−1,052−5.4%ReducedHolders
Q1 202519,486$699.7K<0.1%−4,416−18.5%ReducedHolders
Q4 202423,902$757.9K<0.1%+1,980+9.0%AddedHolders
Q3 202421,922$690.8K<0.1%+1,451+7.1%AddedHolders
Q2 202420,471$636.6K<0.1%−2,736−11.8%ReducedHolders
Q1 202423,207$741.0K<0.1%−5,154−18.2%ReducedHolders
Q4 202328,361$764.9K<0.1%−11,466−28.8%ReducedHolders
Q3 202339,827$983.3K<0.1%−5,618−12.4%ReducedHolders
Q2 202345,445$1.17M<0.1%+13,395+41.8%AddedHolders
Q1 202332,050$720.2K<0.1%−2,486−7.2%ReducedHolders
Q4 202234,536$1.06M<0.1%+3,454+11.1%AddedHolders
Q3 202231,082$1.36M<0.1%+4,387+16.4%AddedHolders
Q2 202226,695$1.25M<0.1%+1,832+7.4%AddedHolders
Q1 202224,863$1.63M<0.1%+4,578+22.6%AddedHolders
Q4 202120,285$1.39M<0.1%−14,635−41.9%ReducedHolders
Q3 202134,920$2.40M<0.1%−697−2.0%ReducedHolders
Q2 202135,617$2.24M<0.1%+20,611+137.4%AddedHolders
Q1 202115,006$934.0K<0.1%––Holders

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