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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PLL holding history

Piedmont Lithium 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.

PLL overviewAll 13F holders of PLLFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PLL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−11−100.0%Sold outHolders
Q3 202311$437<0.1%+11NewHolders
Q2 20220$00.0%−200−100.0%Sold outHolders
Q1 2022200$15.0K<0.1%+200NewHolders
Q4 20210$00.0%−4,258−100.0%Sold outHolders
Q3 20214,258$232.0K<0.1%+233+5.8%AddedHolders
Q2 20214,025$315.0K<0.1%−1,949−32.6%ReducedHolders
Q1 20215,974$415.0K<0.1%––Holders

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