Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PBA holding history

Pembina Pipeline 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.

PBA overviewAll 13F holders of PBAFull Q2 2026 holdings

Shares (Q2 2026)
160,385
Value
$7.42M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PBA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026160,385$7.42M<0.1%+40,919+34.3%AddedHolders
Q1 2026119,466$5.35M<0.1%+11,452+10.6%AddedHolders
Q4 2025108,014$4.11M<0.1%+13,132+13.8%AddedHolders
Q3 202594,882$3.84M<0.1%+17,739+23.0%AddedHolders
Q2 202577,143$2.89M<0.1%−8,634−10.1%ReducedHolders
Q1 202585,777$3.43M<0.1%+5,146+6.4%AddedHolders
Q4 202480,631$2.98M<0.1%+6,636+9.0%AddedHolders
Q3 202473,995$3.05M<0.1%+2,419+3.4%AddedHolders
Q2 202471,576$2.65M<0.1%+6,356+9.7%AddedHolders
Q1 202465,220$2.30M<0.1%+16,806+34.7%AddedHolders
Q4 202348,414$1.67M<0.1%+18,884+63.9%AddedHolders
Q3 202329,530$887.7K<0.1%+1,026+3.6%AddedHolders
Q2 202328,504$896.2K<0.1%+5,772+25.4%AddedHolders
Q1 202322,732$736.5K<0.1%+1,989+9.6%AddedHolders
Q4 202220,743$704.2K<0.1%+3,370+19.4%AddedHolders
Q3 202217,373$528.0K<0.1%−281−1.6%ReducedHolders
Q2 202217,654$624.0K<0.1%−718−3.9%ReducedHolders
Q1 202218,372$691.0K<0.1%−150−0.8%ReducedHolders
Q4 202118,522$562.0K<0.1%−577−3.0%ReducedHolders
Q3 202119,099$605.0K<0.1%+2,720+16.6%AddedHolders
Q2 202116,379$520.0K<0.1%−7,625−31.8%ReducedHolders
Q1 202124,004$692.0K<0.1%––Holders

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