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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PFG holding history

Principal Financial Group 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.

PFG overviewAll 13F holders of PFGFull Q2 2026 holdings

Shares (Q2 2026)
103,631
Value
$11.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PFG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026103,631$11.2M<0.1%+13,728+15.3%AddedHolders
Q1 202689,903$8.10M<0.1%+17,416+24.0%AddedHolders
Q4 202572,487$6.39M<0.1%+19,941+37.9%AddedHolders
Q3 202552,546$4.36M<0.1%+411+0.8%AddedHolders
Q2 202552,135$4.14M<0.1%+360+0.7%AddedHolders
Q1 202551,775$4.37M<0.1%+3,396+7.0%AddedHolders
Q4 202448,379$3.74M<0.1%+1,951+4.2%AddedHolders
Q3 202446,428$3.99M<0.1%−3,357−6.7%ReducedHolders
Q2 202449,785$3.91M<0.1%+1,552+3.2%AddedHolders
Q1 202448,233$4.16M<0.1%−101−0.2%ReducedHolders
Q4 202348,334$3.80M<0.1%+2,277+4.9%AddedHolders
Q3 202346,057$3.32M<0.1%+22,865+98.6%AddedHolders
Q2 202323,192$1.76M<0.1%+975+4.4%AddedHolders
Q1 202322,217$1.65M<0.1%+435+2.0%AddedHolders
Q4 202221,782$1.83M<0.1%+2,830+14.9%AddedHolders
Q3 202218,952$1.37M<0.1%−1,495−7.3%ReducedHolders
Q2 202220,447$1.37M<0.1%+2,185+12.0%AddedHolders
Q1 202218,262$1.34M<0.1%+1,743+10.6%AddedHolders
Q4 202116,519$1.20M<0.1%−60.0%ReducedHolders
Q3 202116,525$1.06M<0.1%+1,118+7.3%AddedHolders
Q2 202115,407$974.0K<0.1%−1,121−6.8%ReducedHolders
Q1 202116,528$991.0K<0.1%––Holders

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