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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MORN holding history

Morningstar, 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.

MORN overviewAll 13F holders of MORNFull Q2 2026 holdings

Shares (Q2 2026)
34,701
Value
$5.41M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MORN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,701$5.41M<0.1%+300+0.9%AddedHolders
Q1 202634,401$5.82M<0.1%+4,823+16.3%AddedHolders
Q4 202529,578$6.43M<0.1%+21,652+273.2%AddedHolders
Q3 20257,926$1.84M<0.1%+3,420+75.9%AddedHolders
Q2 20254,506$1.41M<0.1%+1,936+75.3%AddedHolders
Q1 20252,570$770.7K<0.1%−120−4.5%ReducedHolders
Q4 20242,690$905.9K<0.1%−23−0.8%ReducedHolders
Q3 20242,713$865.8K<0.1%−221−7.5%ReducedHolders
Q2 20242,934$868.0K<0.1%+103+3.6%AddedHolders
Q1 20242,831$873.0K<0.1%+138+5.1%AddedHolders
Q4 20232,693$770.8K<0.1%+262+10.8%AddedHolders
Q3 20232,431$569.4K<0.1%+69+2.9%AddedHolders
Q2 20232,362$463.2K<0.1%+144+6.5%AddedHolders
Q1 20232,218$450.4K<0.1%+187+9.2%AddedHolders
Q4 20222,031$439.9K<0.1%+64+3.3%AddedHolders
Q3 20221,967$418.0K<0.1%+278+16.5%AddedHolders
Q2 20221,689$408.0K<0.1%+194+13.0%AddedHolders
Q1 20221,495$408.0K<0.1%+21+1.4%AddedHolders
Q4 20211,474$504.0K<0.1%+68+4.8%AddedHolders
Q3 20211,406$364.0K<0.1%+12+0.9%AddedHolders
Q2 20211,394$358.0K<0.1%−107−7.1%ReducedHolders
Q1 20211,501$338.0K<0.1%––Holders

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