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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NJR holding history

New Jersey Resources 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.

NJR overviewAll 13F holders of NJRFull Q2 2026 holdings

Shares (Q2 2026)
41,222
Value
$2.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NJR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,222$2.31M<0.1%+16,049+63.8%AddedHolders
Q1 202625,173$1.38M<0.1%−4,952−16.4%ReducedHolders
Q4 202530,125$1.39M<0.1%+854+2.9%AddedHolders
Q3 202529,271$1.41M<0.1%+3,688+14.4%AddedHolders
Q2 202525,583$1.15M<0.1%+2,009+8.5%AddedHolders
Q1 202523,574$1.16M<0.1%+272+1.2%AddedHolders
Q4 202423,302$1.09M<0.1%+2,788+13.6%AddedHolders
Q3 202420,514$968.3K<0.1%+481+2.4%AddedHolders
Q2 202420,033$856.2K<0.1%+1,086+5.7%AddedHolders
Q1 202418,947$813.0K<0.1%−575−2.9%ReducedHolders
Q4 202319,522$870.3K<0.1%+1,160+6.3%AddedHolders
Q3 202318,362$746.0K<0.1%+4,732+34.7%AddedHolders
Q2 202313,630$643.3K<0.1%−1,351−9.0%ReducedHolders
Q1 202314,981$797.0K<0.1%+2,295+18.1%AddedHolders
Q4 202212,686$629.5K<0.1%+90+0.7%AddedHolders
Q3 202212,596$487.0K<0.1%+2,316+22.5%AddedHolders
Q2 202210,280$458.0K<0.1%+34+0.3%AddedHolders
Q1 202210,246$470.0K<0.1%+128+1.3%AddedHolders
Q4 202110,118$415.0K<0.1%−373−3.6%ReducedHolders
Q3 202110,491$365.0K<0.1%−82−0.8%ReducedHolders
Q2 202110,573$418.0K<0.1%−657−5.9%ReducedHolders
Q1 202111,230$448.0K<0.1%––Holders

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