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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q2 2026)
59,426
Value
$1.32M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PAA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202659,426$1.32M<0.1%−18,115−23.4%ReducedHolders
Q1 202677,541$1.73M<0.1%+14,943+23.9%AddedHolders
Q4 202562,598$1.12M<0.1%+2,535+4.2%AddedHolders
Q3 202560,063$1.02M<0.1%−3,742−5.9%ReducedHolders
Q2 202563,805$1.17M<0.1%+1,370+2.2%AddedHolders
Q1 202562,435$1.25M<0.1%−3,601−5.5%ReducedHolders
Q4 202466,036$1.13M<0.1%+1,575+2.4%AddedHolders
Q3 202464,461$1.12M<0.1%−7,975−11.0%ReducedHolders
Q2 202472,436$1.29M<0.1%−2,210−3.0%ReducedHolders
Q1 202474,646$1.31M<0.1%+15,184+25.5%AddedHolders
Q4 202359,462$900.9K<0.1%−366−0.6%ReducedHolders
Q3 202359,828$916.6K<0.1%−1,186−1.9%ReducedHolders
Q2 202361,014$860.3K<0.1%+7,624+14.3%AddedHolders
Q1 202353,390$665.8K<0.1%−3,801−6.6%ReducedHolders
Q4 202257,191$672.6K<0.1%+938+1.7%AddedHolders
Q3 202256,253$592.0K<0.1%+4,229+8.1%AddedHolders
Q2 202252,024$511.0K<0.1%+2,850+5.8%AddedHolders
Q1 202249,174$529.0K<0.1%+21,142+75.4%AddedHolders
Q4 202128,032$262.0K<0.1%−31,672−53.0%ReducedHolders
Q3 202159,704$607.0K<0.1%+6,145+11.5%AddedHolders
Q2 202153,559$608.0K<0.1%−27,881−34.2%ReducedHolders
Q1 202181,440$741.0K<0.1%––Holders

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