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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

PTON holding history

Peloton Interactive, 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.

PTON overviewAll 13F holders of PTONFull Q2 2026 holdings

Shares (Q2 2026)
224,597
Value
$1.33M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of PTON by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026224,597$1.33M<0.1%+69,534+44.8%AddedHolders
Q1 2026155,063$665.2K<0.1%+111,610+256.9%AddedHolders
Q4 202543,453$267.7K<0.1%−14,552−25.1%ReducedHolders
Q3 202558,005$522.1K<0.1%+16,680+40.4%AddedHolders
Q2 202541,325$286.8K<0.1%+7,631+22.6%AddedHolders
Q1 202533,694$212.9K<0.1%−4,501−11.8%ReducedHolders
Q4 202438,195$332.3K<0.1%+13,285+53.3%AddedHolders
Q3 202424,910$116.6K<0.1%+270+1.1%AddedHolders
Q2 202424,640$83.3K<0.1%+10,523+74.5%AddedHolders
Q1 202414,117$60.5K<0.1%+390+2.8%AddedHolders
Q4 202313,727$83.6K<0.1%+1,880+15.9%AddedHolders
Q3 202311,847$59.8K<0.1%−6,899−36.8%ReducedHolders
Q2 202318,746$144.2K<0.1%−3,853−17.0%ReducedHolders
Q1 202322,599$256.3K<0.1%−1,491−6.2%ReducedHolders
Q4 202224,090$191.3K<0.1%−76−0.3%ReducedHolders
Q3 202224,166$167.0K<0.1%+12,378+105.0%AddedHolders
Q2 202211,788$108.0K<0.1%−945−7.4%ReducedHolders
Q1 202212,733$337.0K<0.1%+3,153+32.9%AddedHolders
Q4 20219,580$343.0K<0.1%−199−2.0%ReducedHolders
Q3 20219,779$851.0K<0.1%+1,206+14.1%AddedHolders
Q2 20218,573$1.06M<0.1%−15,216−64.0%ReducedHolders
Q1 202123,789$2.67M<0.1%––Holders

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