Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NLY holding history

Annaly Capital Management 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.

NLY overviewAll 13F holders of NLYFull Q2 2026 holdings

Shares (Q2 2026)
147,873
Value
$3.31M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NLY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026147,873$3.31M<0.1%−95−0.1%ReducedHolders
Q1 2026147,968$3.13M<0.1%+6,995+5.0%AddedHolders
Q4 2025140,973$3.15M<0.1%−612,628−81.3%ReducedHolders
Q3 2025753,601$15.2M<0.1%+696,027+1,208.9%AddedHolders
Q2 202557,574$1.08M<0.1%+7,096+14.1%AddedHolders
Q1 202550,478$1.03M<0.1%+5,965+13.4%AddedHolders
Q4 202444,513$814.6K<0.1%−11,993−21.2%ReducedHolders
Q3 202456,506$1.13M<0.1%+4,335+8.3%AddedHolders
Q2 202452,171$994.4K<0.1%+13,510+34.9%AddedHolders
Q1 202438,661$761.2K<0.1%+4,652+13.7%AddedHolders
Q4 202334,009$658.8K<0.1%−21,589−38.8%ReducedHolders
Q3 202355,598$1.05M<0.1%−6,460−10.4%ReducedHolders
Q2 202362,058$1.24M<0.1%−3,540−5.4%ReducedHolders
Q1 202365,598$1.25M<0.1%+4,083+6.6%AddedHolders
Q4 202261,515$1.30M<0.1%+1,228+2.0%AddedHolders
Q3 202260,287$1.03M<0.1%+3,441+6.1%AddedConverted for a 1-for-4 splitHolders
Q2 2022227,383$1.34M<0.1%+8,833+4.0%AddedHolders
Q1 2022218,550$1.54M<0.1%+21,866+11.1%AddedHolders
Q4 2021196,684$1.54M<0.1%−92,521−32.0%ReducedHolders
Q3 2021289,205$2.44M<0.1%+48,862+20.3%AddedHolders
Q2 2021240,343$2.13M<0.1%−45,311−15.9%ReducedHolders
Q1 2021285,654$2.46M<0.1%––Holders

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