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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MIDD holding history

MIDDLEBY 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.

MIDD overviewAll 13F holders of MIDDFull Q2 2026 holdings

Shares (Q2 2026)
12,806
Value
$2.20M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MIDD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,806$2.20M<0.1%−130−1.0%ReducedHolders
Q1 202612,936$1.72M<0.1%+3,379+35.4%AddedHolders
Q4 20259,557$1.42M<0.1%−1,875−16.4%ReducedHolders
Q3 202511,432$1.52M<0.1%+3,904+51.9%AddedHolders
Q2 20257,528$1.08M<0.1%−39−0.5%ReducedHolders
Q1 20257,567$1.15M<0.1%−18−0.2%ReducedHolders
Q4 20247,585$1.03M<0.1%+28+0.4%AddedHolders
Q3 20247,557$1.05M<0.1%−143−1.9%ReducedHolders
Q2 20247,700$944.1K<0.1%+492+6.8%AddedHolders
Q1 20247,208$1.16M<0.1%+415+6.1%AddedHolders
Q4 20236,793$999.7K<0.1%+1,330+24.3%AddedHolders
Q3 20235,463$699.3K<0.1%−134−2.4%ReducedHolders
Q2 20235,597$827.4K<0.1%+192+3.6%AddedHolders
Q1 20235,405$792.4K<0.1%+208+4.0%AddedHolders
Q4 20225,197$695.9K<0.1%−909−14.9%ReducedHolders
Q3 20226,106$783.0K<0.1%+712+13.2%AddedHolders
Q2 20225,394$676.0K<0.1%+3,123+137.5%AddedHolders
Q1 20222,271$372.0K<0.1%+110+5.1%AddedHolders
Q4 20212,161$425.0K<0.1%00.0%UnchangedHolders
Q3 20212,161$368.0K<0.1%+432+25.0%AddedHolders
Q2 20211,729$300.0K<0.1%−1,684−49.3%ReducedHolders
Q1 20213,413$566.0K<0.1%––Holders

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