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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PPT holding history

Franklin Premier Income Trust 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.

PPT overviewAll 13F holders of PPTFull Q2 2026 holdings

Shares (Q2 2026)
82,115
Value
$286.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PPT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202682,115$286.6K<0.1%00.0%UnchangedHolders
Q1 202682,115$291.5K<0.1%+3,547+4.5%AddedHolders
Q4 202578,568$278.1K<0.1%00.0%UnchangedHolders
Q3 202578,568$289.9K<0.1%+10.0%AddedHolders
Q2 202578,567$288.3K<0.1%00.0%UnchangedHolders
Q1 202578,567$283.6K<0.1%00.0%UnchangedHolders
Q4 202478,567$279.7K<0.1%+1,100+1.4%AddedHolders
Q3 202477,467$289.0K<0.1%−6,400−7.6%ReducedHolders
Q2 202483,867$300.2K<0.1%+6,400+8.3%AddedHolders
Q1 202477,467$272.7K<0.1%−14,689−15.9%ReducedHolders
Q4 202392,156$329.0K<0.1%−74,537−44.7%ReducedHolders
Q3 2023166,693$558.4K<0.1%+149,417+864.9%AddedHolders
Q2 202317,276$60.8K<0.1%+1,100+6.8%AddedHolders
Q1 202316,176$57.6K<0.1%−300−1.8%ReducedHolders
Q4 202216,476$59.8K<0.1%+4,239+34.6%AddedHolders
Q3 202212,237$44.0K<0.1%−790−6.1%ReducedHolders
Q2 202213,027$50.0K<0.1%00.0%UnchangedHolders
Q1 202213,027$52.0K<0.1%00.0%UnchangedHolders
Q4 202113,027$56.0K<0.1%00.0%UnchangedHolders
Q3 202113,027$60.0K<0.1%00.0%UnchangedHolders
Q2 202113,027$61.0K<0.1%−1,285−9.0%ReducedHolders
Q1 202114,312$70.0K<0.1%––Holders

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