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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OZK holding history

Bank OZK 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.

OZK overviewAll 13F holders of OZKFull Q2 2026 holdings

Shares (Q2 2026)
70,595
Value
$3.68M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of OZK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202670,595$3.68M<0.1%+30,789+77.3%AddedHolders
Q1 202639,806$1.83M<0.1%−12,592−24.0%ReducedHolders
Q4 202552,398$2.41M<0.1%+27,159+107.6%AddedHolders
Q3 202525,239$1.29M<0.1%+4,805+23.5%AddedHolders
Q2 202520,434$961.6K<0.1%−154−0.7%ReducedHolders
Q1 202520,588$894.6K<0.1%+552+2.8%AddedHolders
Q4 202420,036$892.2K<0.1%+1,137+6.0%AddedHolders
Q3 202418,899$812.5K<0.1%−532−2.7%ReducedHolders
Q2 202419,431$796.7K<0.1%+3,999+25.9%AddedHolders
Q1 202415,432$701.5K<0.1%+2,816+22.3%AddedHolders
Q4 202312,616$628.7K<0.1%+1,669+15.2%AddedHolders
Q3 202310,947$405.8K<0.1%+295+2.8%AddedHolders
Q2 202310,652$427.8K<0.1%+10,652NewHolders
Q1 20230$00.0%−8,690−100.0%Sold outHolders
Q4 20228,690$348.1K<0.1%+789+10.0%AddedHolders
Q3 20227,901$313.0K<0.1%+1,424+22.0%AddedHolders
Q2 20226,477$243.0K<0.1%+1,272+24.4%AddedHolders
Q1 20225,205$222.0K<0.1%+57+1.1%AddedHolders
Q4 20215,148$240.0K<0.1%+63+1.2%AddedHolders
Q3 20215,085$219.0K<0.1%−75−1.5%ReducedHolders
Q2 20215,160$218.0K<0.1%−226−4.2%ReducedHolders
Q1 20215,386$220.0K<0.1%––Holders

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