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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MOS holding history

Mosaic Co 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.

MOS overviewAll 13F holders of MOSFull Q2 2026 holdings

Shares (Q2 2026)
415,150
Value
$8.80M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MOS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026415,150$8.80M<0.1%+209,419+101.8%AddedHolders
Q1 2026205,731$5.25M<0.1%+109,871+114.6%AddedHolders
Q4 202595,860$2.31M<0.1%+3,576+3.9%AddedHolders
Q3 202592,284$3.20M<0.1%+55,433+150.4%AddedHolders
Q2 202536,851$1.34M<0.1%+10,463+39.7%AddedHolders
Q1 202526,388$712.7K<0.1%−12,841−32.7%ReducedHolders
Q4 202439,229$964.3K<0.1%+8,464+27.5%AddedHolders
Q3 202430,765$823.9K<0.1%+6,278+25.6%AddedHolders
Q2 202424,487$707.7K<0.1%+7,772+46.5%AddedHolders
Q1 202416,715$542.6K<0.1%−2,808−14.4%ReducedHolders
Q4 202319,523$697.5K<0.1%−4,360−18.3%ReducedHolders
Q3 202323,883$850.2K<0.1%−1,337−5.3%ReducedHolders
Q2 202325,220$882.7K<0.1%+789+3.2%AddedHolders
Q1 202324,431$1.12M<0.1%+12,744+109.0%AddedHolders
Q4 202211,687$512.7K<0.1%+389+3.4%AddedHolders
Q3 202211,298$546.0K<0.1%+1,674+17.4%AddedHolders
Q2 20229,624$455.0K<0.1%+3,036+46.1%AddedHolders
Q1 20226,588$438.0K<0.1%+46+0.7%AddedHolders
Q4 20216,542$257.0K<0.1%+6,542NewHolders
Q2 20210$00.0%−8,028−100.0%Sold outHolders
Q1 20218,028$254.0K<0.1%––Holders

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