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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

NWG holding history

NatWest Group plc 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.

NWG overviewAll 13F holders of NWGFull Q2 2026 holdings

Shares (Q2 2026)
410,204
Value
$7.23M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of NWG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026410,204$7.23M<0.1%+133,012+48.0%AddedHolders
Q1 2026277,192$4.13M<0.1%−33,195−10.7%ReducedHolders
Q4 2025310,387$5.43M<0.1%+71,489+29.9%AddedHolders
Q3 2025238,898$3.38M<0.1%+17,956+8.1%AddedHolders
Q2 2025220,942$3.13M<0.1%+26,715+13.8%AddedHolders
Q1 2025194,227$2.32M<0.1%+28,484+17.2%AddedHolders
Q4 2024165,743$1.69M<0.1%+21,467+14.9%AddedHolders
Q3 2024144,276$1.35M<0.1%+25,075+21.0%AddedHolders
Q2 2024119,201$957.2K<0.1%+30,151+33.9%AddedHolders
Q1 202489,050$605.5K<0.1%+22,044+32.9%AddedHolders
Q4 202367,006$377.2K<0.1%−77−0.1%ReducedHolders
Q3 202367,083$391.1K<0.1%+24,714+58.3%AddedHolders
Q2 202342,369$259.3K<0.1%+1,559+3.8%AddedHolders
Q1 202340,810$269.3K<0.1%+10,894+36.4%AddedHolders
Q4 202229,916$193.3K<0.1%−30,558−50.5%ReducedHolders
Q3 202260,474$302.0K<0.1%+10,308+20.5%AddedHolders
Q2 202250,166$273.0K<0.1%+34,918+229.0%AddedHolders
Q1 202215,248$87.0K<0.1%−3,147−17.1%ReducedHolders
Q4 202118,395$112.0K<0.1%−10,573−36.5%ReducedHolders
Q3 202128,968$176.0K<0.1%+10,269+54.9%AddedHolders
Q2 202118,699$105.0K<0.1%−10,854−36.7%ReducedHolders
Q1 202129,553$159.0K<0.1%––Holders

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