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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PNW holding history

Pinnacle West Capital Corp 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.

PNW overviewAll 13F holders of PNWFull Q2 2026 holdings

Shares (Q2 2026)
207,789
Value
$22.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PNW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026207,789$22.2M<0.1%+43,644+26.6%AddedHolders
Q1 2026164,145$16.5M<0.1%+65,692+66.7%AddedHolders
Q4 202598,453$8.73M<0.1%+55,953+131.7%AddedHolders
Q3 202542,500$3.81M<0.1%+14,396+51.2%AddedHolders
Q2 202528,104$2.51M<0.1%+1,201+4.5%AddedHolders
Q1 202526,903$2.56M<0.1%+878+3.4%AddedHolders
Q4 202426,025$2.21M<0.1%+309+1.2%AddedHolders
Q3 202425,716$2.28M<0.1%+2,272+9.7%AddedHolders
Q2 202423,444$1.79M<0.1%+6,322+36.9%AddedHolders
Q1 202417,122$1.28M<0.1%+3,407+24.8%AddedHolders
Q4 202313,715$985.3K<0.1%−1,174−7.9%ReducedHolders
Q3 202314,889$1.10M<0.1%−534−3.5%ReducedHolders
Q2 202315,423$1.26M<0.1%+1,181+8.3%AddedHolders
Q1 202314,242$1.13M<0.1%−818−5.4%ReducedHolders
Q4 202215,060$1.15M<0.1%−56−0.4%ReducedHolders
Q3 202215,116$975.0K<0.1%+1,786+13.4%AddedHolders
Q2 202213,330$975.0K<0.1%+2,379+21.7%AddedHolders
Q1 202210,951$856.0K<0.1%+482+4.6%AddedHolders
Q4 202110,469$739.0K<0.1%−776−6.9%ReducedHolders
Q3 202111,245$814.0K<0.1%+1,279+12.8%AddedHolders
Q2 20219,966$817.0K<0.1%−2,339−19.0%ReducedHolders
Q1 202112,305$1.00M<0.1%––Holders

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