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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PSEC holding history

Prospect 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.

PSEC overviewAll 13F holders of PSECFull Q2 2026 holdings

Shares (Q2 2026)
46,845
Value
$108.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PSEC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646,845$108.2K<0.1%−135,508−74.3%ReducedHolders
Q1 2026182,353$475.9K<0.1%−13,714−7.0%ReducedHolders
Q4 2025196,067$507.8K<0.1%+6,731+3.6%AddedHolders
Q3 2025189,336$520.7K<0.1%+872+0.5%AddedHolders
Q2 2025188,464$599.3K<0.1%+24,539+15.0%AddedHolders
Q1 2025163,925$672.1K<0.1%−5,781−3.4%ReducedHolders
Q4 2024169,706$731.4K<0.1%+903+0.5%AddedHolders
Q3 2024168,803$903.1K<0.1%−7,150−4.1%ReducedHolders
Q2 2024175,953$973.0K<0.1%+139,842+387.3%AddedHolders
Q1 202436,111$199.3K<0.1%+4,947+15.9%AddedHolders
Q4 202331,164$186.7K<0.1%−39,251−55.7%ReducedHolders
Q3 202370,415$426.0K<0.1%+13,898+24.6%AddedHolders
Q2 202356,517$350.4K<0.1%+13,952+32.8%AddedHolders
Q1 202342,565$296.3K<0.1%−1,163−2.7%ReducedHolders
Q4 202243,728$305.7K<0.1%+8,747+25.0%AddedHolders
Q3 202234,981$217.0K<0.1%+4,583+15.1%AddedHolders
Q2 202230,398$212.0K<0.1%+13,296+77.7%AddedHolders
Q1 202217,102$142.0K<0.1%−12,925−43.0%ReducedHolders
Q4 202130,027$253.0K<0.1%+7,692+34.4%AddedHolders
Q3 202122,335$172.0K<0.1%+1,349+6.4%AddedHolders
Q2 202120,986$176.0K<0.1%−43,107−67.3%ReducedHolders
Q1 202164,093$492.0K<0.1%––Holders

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