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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NWBI holding history

Northwest Bancshares, 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.

NWBI overviewAll 13F holders of NWBIFull Q2 2026 holdings

Shares (Q2 2026)
39,039
Value
$591.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NWBI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,039$591.8K<0.1%+3,836+10.9%AddedHolders
Q1 202635,203$446.7K<0.1%−10,045−22.2%ReducedHolders
Q4 202545,248$543.0K<0.1%+6,156+15.7%AddedHolders
Q3 202539,092$484.3K<0.1%+26,187+202.9%AddedHolders
Q2 202512,905$164.9K<0.1%+615+5.0%AddedHolders
Q1 202512,290$147.7K<0.1%−1,211−9.0%ReducedHolders
Q4 202413,501$178.1K<0.1%+802+6.3%AddedHolders
Q3 202412,699$169.9K<0.1%+851+7.2%AddedHolders
Q2 202411,848$136.8K<0.1%−44−0.4%ReducedHolders
Q1 202411,892$138.5K<0.1%+82+0.7%AddedHolders
Q4 202311,810$147.4K<0.1%00.0%UnchangedHolders
Q3 202311,810$120.8K<0.1%−572−4.6%ReducedHolders
Q2 202312,382$131.2K<0.1%−250−2.0%ReducedHolders
Q1 202312,632$152.0K<0.1%−7,516−37.3%ReducedHolders
Q4 202220,148$281.7K<0.1%+488+2.5%AddedHolders
Q3 202219,660$266.0K<0.1%+100+0.5%AddedHolders
Q2 202219,560$250.0K<0.1%+7,500+62.2%AddedHolders
Q1 202212,060$163.0K<0.1%−100−0.8%ReducedHolders
Q4 202112,160$172.0K<0.1%−1,080−8.2%ReducedHolders
Q3 202113,240$176.0K<0.1%+1,900+16.8%AddedHolders
Q2 202111,340$155.0K<0.1%−2,662−19.0%ReducedHolders
Q1 202114,002$202.0K<0.1%––Holders

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