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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

REZI holding history

Resideo Technologies, 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.

REZI overviewAll 13F holders of REZIFull Q2 2026 holdings

Shares (Q2 2026)
88,015
Value
$2.74M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of REZI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,015$2.74M<0.1%−15,082−14.6%ReducedHolders
Q1 2026103,097$3.48M<0.1%+4,303+4.4%AddedHolders
Q4 202598,794$3.47M<0.1%−4,897−4.7%ReducedHolders
Q3 2025103,691$4.48M<0.1%+30,732+42.1%AddedHolders
Q2 202572,959$1.61M<0.1%+2,254+3.2%AddedHolders
Q1 202570,705$1.25M<0.1%+29,184+70.3%AddedHolders
Q4 202441,521$957.1K<0.1%+9,537+29.8%AddedHolders
Q3 202431,984$644.2K<0.1%+2,082+7.0%AddedHolders
Q2 202429,902$584.9K<0.1%−416−1.4%ReducedHolders
Q1 202430,318$679.7K<0.1%+5,740+23.4%AddedHolders
Q4 202324,578$462.6K<0.1%+4,886+24.8%AddedHolders
Q3 202319,692$311.1K<0.1%−2,003−9.2%ReducedHolders
Q2 202321,695$383.1K<0.1%−517−2.3%ReducedHolders
Q1 202322,212$406.0K<0.1%+678+3.1%AddedHolders
Q4 202221,534$354.2K<0.1%+3,889+22.0%AddedHolders
Q3 202217,645$336.0K<0.1%+2,219+14.4%AddedHolders
Q2 202215,426$300.0K<0.1%+143+0.9%AddedHolders
Q1 202215,283$364.0K<0.1%+130+0.9%AddedHolders
Q4 202115,153$394.0K<0.1%+135+0.9%AddedHolders
Q3 202115,018$372.0K<0.1%+3,034+25.3%AddedHolders
Q2 202111,984$360.0K<0.1%+161+1.4%AddedHolders
Q1 202111,823$334.0K<0.1%––Holders

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