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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

P holding history

Everpure, 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.

P overviewAll 13F holders of PFull Q2 2026 holdings

Shares (Q2 2026)
105,255
Value
$8.29M
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of P by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105,255$8.29M<0.1%+1,236+1.2%AddedHolders
Q1 2026104,019$6.14M<0.1%+28,864+38.4%AddedHolders
Q4 202575,155$5.04M<0.1%+12,613+20.2%AddedHolders
Q3 202562,542$5.24M<0.1%+15,357+32.5%AddedHolders
Q2 202547,185$2.72M<0.1%+6,298+15.4%AddedHolders
Q1 202540,887$1.81M<0.1%+6,077+17.5%AddedHolders
Q4 202434,810$2.14M<0.1%+7,411+27.0%AddedHolders
Q3 202427,399$1.38M<0.1%+7,780+39.7%AddedHolders
Q2 202419,619$1.26M<0.1%+6,124+45.4%AddedHolders
Q1 202413,495$701.6K<0.1%+5,460+68.0%AddedHolders
Q4 20238,035$286.5K<0.1%−564−6.6%ReducedHolders
Q3 20238,599$306.3K<0.1%−705−7.6%ReducedHolders
Q2 20239,304$342.6K<0.1%−2,996−24.4%ReducedHolders
Q1 202312,300$313.8K<0.1%+2,283+22.8%AddedHolders
Q4 202210,017$268.1K<0.1%−357−3.4%ReducedHolders
Q3 202210,374$284.0K<0.1%−2,510−19.5%ReducedHolders
Q2 202212,884$331.0K<0.1%+5,301+69.9%AddedHolders
Q1 20227,583$268.0K<0.1%−2,422−24.2%ReducedHolders
Q4 202110,005$326.0K<0.1%−182−1.8%ReducedHolders
Q3 202110,187$256.0K<0.1%+10,187NewHolders
Q2 20210$00.0%−14,423−100.0%Sold outHolders
Q1 202114,423$311.0K<0.1%––Holders

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