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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PIPR holding history

Piper Sandler Companies 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.

PIPR overviewAll 13F holders of PIPRFull Q2 2026 holdings

Shares (Q2 2026)
231,297
Value
$16.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PIPR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026231,297$16.7M<0.1%+102,903+80.1%AddedHolders
Q1 2026128,394$9.83M<0.1%+22,894+21.7%AddedConverted for a 4-for-1 splitHolders
Q4 202526,375$8.96M<0.1%+5,541+26.6%AddedHolders
Q3 202520,834$7.23M<0.1%+6,193+42.3%AddedHolders
Q2 202514,641$4.07M<0.1%+1,992+15.7%AddedHolders
Q1 202512,649$3.13M<0.1%+1,281+11.3%AddedHolders
Q4 202411,368$3.41M<0.1%+2,081+22.4%AddedHolders
Q3 20249,287$2.64M<0.1%+2,399+34.8%AddedHolders
Q2 20246,888$1.59M<0.1%+1,191+20.9%AddedHolders
Q1 20245,697$1.13M<0.1%+2,053+56.3%AddedHolders
Q4 20233,644$637.2K<0.1%+403+12.4%AddedHolders
Q3 20233,241$470.9K<0.1%+737+29.4%AddedHolders
Q2 20232,504$323.7K<0.1%−193−7.2%ReducedHolders
Q1 20232,697$373.8K<0.1%−181−6.3%ReducedHolders
Q4 20222,878$374.8K<0.1%−215−7.0%ReducedHolders
Q3 20223,093$324.0K<0.1%+511+19.8%AddedHolders
Q2 20222,582$293.0K<0.1%+310+13.6%AddedHolders
Q1 20222,272$298.0K<0.1%+43+1.9%AddedHolders
Q4 20212,229$398.0K<0.1%+112+5.3%AddedHolders
Q3 20212,117$293.0K<0.1%+12+0.6%AddedHolders
Q2 20212,105$273.0K<0.1%+21+1.0%AddedHolders
Q1 20212,084$229.0K<0.1%––Holders

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