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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NEM holding history

NEWMONT 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.

NEM overviewAll 13F holders of NEMFull Q2 2026 holdings

Shares (Q2 2026)
267,333
Value
$25.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NEM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026267,333$25.0M<0.1%−1,687−0.6%ReducedHolders
Q1 2026269,020$29.1M<0.1%+22,655+9.2%AddedHolders
Q4 2025246,365$24.6M<0.1%+53,637+27.8%AddedHolders
Q3 2025192,728$16.2M<0.1%+37,091+23.8%AddedHolders
Q2 2025155,637$9.07M<0.1%+21,508+16.0%AddedHolders
Q1 2025134,129$6.48M<0.1%+21,833+19.4%AddedHolders
Q4 2024112,296$4.18M<0.1%−17,083−13.2%ReducedHolders
Q3 2024129,379$6.92M<0.1%+24,536+23.4%AddedHolders
Q2 2024104,843$4.39M<0.1%+27,722+35.9%AddedHolders
Q1 202477,121$2.76M<0.1%+13,255+20.8%AddedHolders
Q4 202363,866$2.64M<0.1%+16,283+34.2%AddedHolders
Q3 202347,583$1.76M<0.1%−3,001−5.9%ReducedHolders
Q2 202350,584$2.16M<0.1%+5,552+12.3%AddedHolders
Q1 202345,032$2.21M<0.1%+3,690+8.9%AddedHolders
Q4 202241,342$1.95M<0.1%−3,328−7.5%ReducedHolders
Q3 202244,670$1.88M<0.1%+13,006+41.1%AddedHolders
Q2 202231,664$1.89M<0.1%+6,671+26.7%AddedHolders
Q1 202224,993$1.99M<0.1%−1,039−4.0%ReducedHolders
Q4 202126,032$1.61M<0.1%+3,330+14.7%AddedHolders
Q3 202122,702$1.23M<0.1%−3,941−14.8%ReducedHolders
Q2 202126,643$1.69M<0.1%−13,991−34.4%ReducedHolders
Q1 202140,634$2.45M<0.1%––Holders

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