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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MAIN holding history

Main Street Capital 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.

MAIN overviewAll 13F holders of MAINFull Q2 2026 holdings

Shares (Q2 2026)
73,515
Value
$3.81M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MAIN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202673,515$3.81M<0.1%−8,732−10.6%ReducedHolders
Q1 202682,247$4.36M<0.1%+4,780+6.2%AddedHolders
Q4 202577,467$4.68M<0.1%−644−0.8%ReducedHolders
Q3 202578,111$4.97M<0.1%+2,772+3.7%AddedHolders
Q2 202575,339$4.45M<0.1%−72−0.1%ReducedHolders
Q1 202575,411$4.27M<0.1%−3,560−4.5%ReducedHolders
Q4 202478,971$4.63M<0.1%+5,795+7.9%AddedHolders
Q3 202473,176$3.67M<0.1%+19,777+37.0%AddedHolders
Q2 202453,399$2.70M<0.1%+3,002+6.0%AddedHolders
Q1 202450,397$2.38M<0.1%+7,660+17.9%AddedHolders
Q4 202342,737$1.85M<0.1%−1,032−2.4%ReducedHolders
Q3 202343,769$1.78M<0.1%−1,809−4.0%ReducedHolders
Q2 202345,578$1.82M<0.1%+13,067+40.2%AddedHolders
Q1 202332,511$1.28M<0.1%−6,056−15.7%ReducedHolders
Q4 202238,567$1.43M<0.1%+7,022+22.3%AddedHolders
Q3 202231,545$1.06M<0.1%+963+3.1%AddedHolders
Q2 202230,582$1.18M<0.1%−3,424−10.1%ReducedHolders
Q1 202234,006$1.45M<0.1%+2,742+8.8%AddedHolders
Q4 202131,264$1.40M<0.1%−13,916−30.8%ReducedHolders
Q3 202145,180$1.86M<0.1%−4,359−8.8%ReducedHolders
Q2 202149,539$2.04M<0.1%+11,654+30.8%AddedHolders
Q1 202137,885$1.48M<0.1%––Holders

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