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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PNTG holding history

Pennant 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.

PNTG overviewAll 13F holders of PNTGFull Q2 2026 holdings

Shares (Q2 2026)
37,512
Value
$1.39M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNTG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,512$1.39M<0.1%−167−0.4%ReducedHolders
Q1 202637,679$1.15M<0.1%+4,198+12.5%AddedHolders
Q4 202533,481$942.5K<0.1%+2,342+7.5%AddedHolders
Q3 202531,139$785.3K<0.1%+3,014+10.7%AddedHolders
Q2 202528,125$839.5K<0.1%+5,364+23.6%AddedHolders
Q1 202522,761$572.4K<0.1%−883−3.7%ReducedHolders
Q4 202423,644$627.0K<0.1%+1,982+9.1%AddedHolders
Q3 202421,662$773.3K<0.1%+2,510+13.1%AddedHolders
Q2 202419,152$444.1K<0.1%+373+2.0%AddedHolders
Q1 202418,779$368.6K<0.1%+963+5.4%AddedHolders
Q4 202317,816$248.0K<0.1%+357+2.0%AddedHolders
Q3 202317,459$194.3K<0.1%−209−1.2%ReducedHolders
Q2 202317,668$217.0K<0.1%+20.0%AddedHolders
Q1 202317,666$252.3K<0.1%+296+1.7%AddedHolders
Q4 202217,370$190.7K<0.1%+113+0.7%AddedHolders
Q3 202217,257$180.0K<0.1%+43+0.2%AddedHolders
Q2 202217,214$221.0K<0.1%00.0%UnchangedHolders
Q1 202217,214$321.0K<0.1%00.0%UnchangedHolders
Q4 202117,214$397.0K<0.1%00.0%UnchangedHolders
Q3 202117,214$484.0K<0.1%00.0%UnchangedHolders
Q2 202117,214$704.0K<0.1%−270−1.5%ReducedHolders
Q1 202117,484$801.0K<0.1%––Holders

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