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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NICE holding history

NICE Ltd. 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.

NICE overviewAll 13F holders of NICEFull Q2 2026 holdings

Shares (Q2 2026)
23,584
Value
$2.14M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NICE by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,584$2.14M<0.1%−21,613−47.8%ReducedHolders
Q1 202645,197$4.98M<0.1%+23,899+112.2%AddedHolders
Q4 202521,298$2.41M<0.1%+11,175+110.4%AddedHolders
Q3 202510,123$1.47M<0.1%+479+5.0%AddedHolders
Q2 20259,644$1.63M<0.1%+2,577+36.5%AddedHolders
Q1 20257,067$1.09M<0.1%−691−8.9%ReducedHolders
Q4 20247,758$1.32M<0.1%+150+2.0%AddedHolders
Q3 20247,608$1.32M<0.1%+217+2.9%AddedHolders
Q2 20247,391$1.27M<0.1%+666+9.9%AddedHolders
Q1 20246,725$1.75M<0.1%+1,013+17.7%AddedHolders
Q4 20235,712$1.14M<0.1%−198−3.4%ReducedHolders
Q3 20235,910$1.00M<0.1%+405+7.4%AddedHolders
Q2 20235,505$1.14M<0.1%+6+0.1%AddedHolders
Q1 20235,499$1.26M<0.1%+604+12.3%AddedHolders
Q4 20224,895$941.3K<0.1%+739+17.8%AddedHolders
Q3 20224,156$782.0K<0.1%+756+22.2%AddedHolders
Q2 20223,400$654.0K<0.1%+288+9.3%AddedHolders
Q1 20223,112$681.0K<0.1%−240−7.2%ReducedHolders
Q4 20213,352$1.02M<0.1%+652+24.1%AddedHolders
Q3 20212,700$767.0K<0.1%+419+18.4%AddedHolders
Q2 20212,281$564.0K<0.1%−1,208−34.6%ReducedHolders
Q1 20213,489$760.0K<0.1%––Holders

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