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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MLM holding history

Martin Marietta Materials 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.

MLM overviewAll 13F holders of MLMFull Q2 2026 holdings

Shares (Q2 2026)
24,053
Value
$13.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MLM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,053$13.9M<0.1%+28+0.1%AddedHolders
Q1 202624,025$14.1M<0.1%+889+3.8%AddedHolders
Q4 202523,136$14.4M<0.1%+249+1.1%AddedHolders
Q3 202522,887$14.4M<0.1%+2,121+10.2%AddedHolders
Q2 202520,766$11.4M<0.1%+3,033+17.1%AddedHolders
Q1 202517,733$8.48M<0.1%+1,340+8.2%AddedHolders
Q4 202416,393$8.47M<0.1%+626+4.0%AddedHolders
Q3 202415,767$8.49M<0.1%−117−0.7%ReducedHolders
Q2 202415,884$8.61M<0.1%−264−1.6%ReducedHolders
Q1 202416,148$9.91M<0.1%+2,243+16.1%AddedHolders
Q4 202313,905$6.94M<0.1%+4,656+50.3%AddedHolders
Q3 20239,249$3.80M<0.1%+1,396+17.8%AddedHolders
Q2 20237,853$3.63M<0.1%+1,353+20.8%AddedHolders
Q1 20236,500$2.31M<0.1%+300+4.8%AddedHolders
Q4 20226,200$2.10M<0.1%+713+13.0%AddedHolders
Q3 20225,487$1.77M<0.1%+687+14.3%AddedHolders
Q2 20224,800$1.44M<0.1%+208+4.5%AddedHolders
Q1 20224,592$1.77M<0.1%+535+13.2%AddedHolders
Q4 20214,057$1.79M<0.1%+87+2.2%AddedHolders
Q3 20213,970$1.36M<0.1%+157+4.1%AddedHolders
Q2 20213,813$1.34M<0.1%−1,123−22.8%ReducedHolders
Q1 20214,936$1.66M<0.1%––Holders

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