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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PBT holding history

Permian Basin Royalty Trust 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.

PBT overviewAll 13F holders of PBTFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
20
Since Q1 2021
Holdings of PBT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−14,208−100.0%Sold outHolders
Q4 202514,208$241.2K<0.1%−2,570−15.3%ReducedHolders
Q3 202516,778$306.2K<0.1%+1,783+11.9%AddedHolders
Q2 202514,995$186.7K<0.1%+1,903+14.5%AddedHolders
Q1 202513,092$129.6K<0.1%−98−0.7%ReducedHolders
Q4 202413,190$146.0K<0.1%−2,912−18.1%ReducedHolders
Q3 202416,102$191.3K<0.1%+532+3.4%AddedHolders
Q2 202415,570$175.1K<0.1%+1,136+7.9%AddedHolders
Q1 202414,434$174.5K<0.1%−2,487−14.7%ReducedHolders
Q4 202316,921$236.5K<0.1%+906+5.7%AddedHolders
Q3 202316,015$340.3K<0.1%−1,214−7.0%ReducedHolders
Q2 202317,229$429.6K<0.1%+2,777+19.2%AddedHolders
Q1 202314,452$352.6K<0.1%+203+1.4%AddedHolders
Q4 202214,249$359.1K<0.1%−50−0.3%ReducedHolders
Q3 202214,299$234.0K<0.1%+30+0.2%AddedHolders
Q2 202214,269$236.0K<0.1%00.0%UnchangedHolders
Q1 202214,269$179.0K<0.1%00.0%UnchangedHolders
Q4 202114,269$144.0K<0.1%00.0%UnchangedHolders
Q3 202114,269$82.0K<0.1%00.0%UnchangedHolders
Q2 202114,269$80.0K<0.1%+308+2.2%AddedHolders
Q1 202113,961$56.0K<0.1%––Holders

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