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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

POOL holding history

Pool 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.

POOL overviewAll 13F holders of POOLFull Q2 2026 holdings

Shares (Q2 2026)
29,493
Value
$6.34M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of POOL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,493$6.34M<0.1%+15,518+111.0%AddedHolders
Q1 202613,975$2.83M<0.1%+199+1.4%AddedHolders
Q4 202513,776$3.15M<0.1%+5,336+63.2%AddedHolders
Q3 20258,440$2.62M<0.1%+1,420+20.2%AddedHolders
Q2 20257,020$2.05M<0.1%+647+10.2%AddedHolders
Q1 20256,373$2.03M<0.1%+935+17.2%AddedHolders
Q4 20245,438$1.85M<0.1%−244−4.3%ReducedHolders
Q3 20245,682$2.14M<0.1%+59+1.0%AddedHolders
Q2 20245,623$1.73M<0.1%−142−2.5%ReducedHolders
Q1 20245,765$2.33M<0.1%−3,923−40.5%ReducedHolders
Q4 20239,688$3.86M<0.1%+700+7.8%AddedHolders
Q3 20238,988$3.20M<0.1%+106+1.2%AddedHolders
Q2 20238,882$3.33M<0.1%−86−1.0%ReducedHolders
Q1 20238,968$3.07M<0.1%+235+2.7%AddedHolders
Q4 20228,733$2.64M<0.1%−9−0.1%ReducedHolders
Q3 20228,742$2.78M<0.1%+1,526+21.1%AddedHolders
Q2 20227,216$2.54M<0.1%+2,003+38.4%AddedHolders
Q1 20225,213$2.20M<0.1%+226+4.5%AddedHolders
Q4 20214,987$2.82M<0.1%+81+1.7%AddedHolders
Q3 20214,906$2.13M<0.1%−37−0.7%ReducedHolders
Q2 20214,943$2.27M<0.1%−30−0.6%ReducedHolders
Q1 20214,973$1.72M<0.1%––Holders

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