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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PII holding history

Polaris 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.

PII overviewAll 13F holders of PIIFull Q2 2026 holdings

Shares (Q2 2026)
127,162
Value
$8.70M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PII by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026127,162$8.70M<0.1%+7,693+6.4%AddedHolders
Q1 2026119,469$6.51M<0.1%+5,869+5.2%AddedHolders
Q4 2025113,600$7.19M<0.1%+8,308+7.9%AddedHolders
Q3 2025105,292$6.12M<0.1%+14,290+15.7%AddedHolders
Q2 202591,002$3.70M<0.1%−15,162−14.3%ReducedHolders
Q1 2025106,164$4.35M<0.1%+38,573+57.1%AddedHolders
Q4 202467,591$3.89M<0.1%−1,220−1.8%ReducedHolders
Q3 202468,811$5.73M<0.1%+7,198+11.7%AddedHolders
Q2 202461,613$4.82M<0.1%+4,561+8.0%AddedHolders
Q1 202457,052$5.71M<0.1%+4,310+8.2%AddedHolders
Q4 202352,742$5.00M<0.1%+2,434+4.8%AddedHolders
Q3 202350,308$5.24M<0.1%+2,110+4.4%AddedHolders
Q2 202348,198$5.83M<0.1%+9,713+25.2%AddedHolders
Q1 202338,485$4.26M<0.1%+2,352+6.5%AddedHolders
Q4 202236,133$3.65M<0.1%−436−1.2%ReducedHolders
Q3 202236,569$3.50M<0.1%−2,187−5.6%ReducedHolders
Q2 202238,756$3.85M<0.1%+18,715+93.4%AddedHolders
Q1 202220,041$2.11M<0.1%+132+0.7%AddedHolders
Q4 202119,909$2.19M<0.1%+855+4.5%AddedHolders
Q3 202119,054$2.28M<0.1%+2,202+13.1%AddedHolders
Q2 202116,852$2.31M<0.1%−5,022−23.0%ReducedHolders
Q1 202121,874$2.92M<0.1%––Holders

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