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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

LW holding history

Lamb Weston Holdings, 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.

LW overviewAll 13F holders of LWFull Q2 2026 holdings

Shares (Q2 2026)
90,113
Value
$3.89M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of LW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202690,113$3.89M<0.1%+13,943+18.3%AddedHolders
Q1 202676,170$3.22M<0.1%+20,804+37.6%AddedHolders
Q4 202555,366$2.32M<0.1%+14,348+35.0%AddedHolders
Q3 202541,018$2.38M<0.1%−6,780−14.2%ReducedHolders
Q2 202547,798$2.48M<0.1%+2,860+6.4%AddedHolders
Q1 202544,938$2.40M<0.1%−14,280−24.1%ReducedHolders
Q4 202459,218$3.96M<0.1%+2,515+4.4%AddedHolders
Q3 202456,703$3.67M<0.1%−105,465−65.0%ReducedHolders
Q2 2024162,168$13.6M<0.1%+3,570+2.3%AddedHolders
Q1 2024158,598$16.9M<0.1%−8,614−5.2%ReducedHolders
Q4 2023167,212$18.1M<0.1%+113,246+209.8%AddedHolders
Q3 202353,966$4.99M<0.1%−2,690−4.7%ReducedHolders
Q2 202356,656$6.51M<0.1%+2,426+4.5%AddedHolders
Q1 202354,230$5.67M<0.1%−3,343−5.8%ReducedHolders
Q4 202257,573$5.14M<0.1%+20,769+56.4%AddedHolders
Q3 202236,804$2.85M<0.1%−753−2.0%ReducedHolders
Q2 202237,557$2.68M<0.1%+720+2.0%AddedHolders
Q1 202236,837$2.21M<0.1%+8,478+29.9%AddedHolders
Q4 202128,359$1.80M<0.1%+273+1.0%AddedHolders
Q3 202128,086$1.72M<0.1%+1,632+6.2%AddedHolders
Q2 202126,454$2.13M<0.1%−5,729−17.8%ReducedHolders
Q1 202132,183$2.49M<0.1%––Holders

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