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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OLED holding history

Universal Display 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.

OLED overviewAll 13F holders of OLEDFull Q2 2026 holdings

Shares (Q2 2026)
28,765
Value
$2.49M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OLED by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202628,765$2.49M<0.1%+12,330+75.0%AddedHolders
Q1 202616,435$1.51M<0.1%−1,532−8.5%ReducedHolders
Q4 202517,967$2.10M<0.1%−1,415−7.3%ReducedHolders
Q3 202519,382$2.78M<0.1%−465−2.3%ReducedHolders
Q2 202519,847$3.07M<0.1%+2,239+12.7%AddedHolders
Q1 202517,608$2.46M<0.1%+4,004+29.4%AddedHolders
Q4 202413,604$1.99M<0.1%−1,802−11.7%ReducedHolders
Q3 202415,406$3.23M<0.1%+2,132+16.1%AddedHolders
Q2 202413,274$2.79M<0.1%+445+3.5%AddedHolders
Q1 202412,829$2.16M<0.1%+1,265+10.9%AddedHolders
Q4 202311,564$2.21M<0.1%−361−3.0%ReducedHolders
Q3 202311,925$1.87M<0.1%+2,555+27.3%AddedHolders
Q2 20239,370$1.35M<0.1%+2,320+32.9%AddedHolders
Q1 20237,050$1.09M<0.1%−33−0.5%ReducedHolders
Q4 20227,083$765.2K<0.1%+91+1.3%AddedHolders
Q3 20226,992$660.0K<0.1%−46−0.7%ReducedHolders
Q2 20227,038$712.0K<0.1%−58−0.8%ReducedHolders
Q1 20227,096$1.19M<0.1%−45−0.6%ReducedHolders
Q4 20217,141$1.18M<0.1%+177+2.5%AddedHolders
Q3 20216,964$1.19M<0.1%−479−6.4%ReducedHolders
Q2 20217,443$1.66M<0.1%−2,859−27.8%ReducedHolders
Q1 202110,302$2.44M<0.1%––Holders

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