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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RJF holding history

Raymond James Financial 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.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
84,488
Value
$12.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RJF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,488$12.8M<0.1%+22,416+36.1%AddedHolders
Q1 202662,072$8.99M<0.1%+4,892+8.6%AddedHolders
Q4 202557,180$9.18M<0.1%+5,705+11.1%AddedHolders
Q3 202551,475$8.88M<0.1%+7,063+15.9%AddedHolders
Q2 202544,412$6.81M<0.1%+3,646+8.9%AddedHolders
Q1 202540,766$5.66M<0.1%+5,252+14.8%AddedHolders
Q4 202435,514$5.52M<0.1%−2,069−5.5%ReducedHolders
Q3 202437,583$4.60M<0.1%−198−0.5%ReducedHolders
Q2 202437,781$4.67M<0.1%+797+2.2%AddedHolders
Q1 202436,984$4.75M<0.1%−15,094−29.0%ReducedHolders
Q4 202352,078$5.81M<0.1%−1,561−2.9%ReducedHolders
Q3 202353,639$5.39M<0.1%+181+0.3%AddedHolders
Q2 202353,458$5.55M<0.1%+6,776+14.5%AddedHolders
Q1 202346,682$4.35M<0.1%−4,816−9.4%ReducedHolders
Q4 202251,498$5.50M<0.1%+1,502+3.0%AddedHolders
Q3 202249,996$4.94M<0.1%+6,303+14.4%AddedHolders
Q2 202243,693$3.91M<0.1%+1,673+4.0%AddedHolders
Q1 202242,020$4.62M<0.1%+1,418+3.5%AddedHolders
Q4 202140,602$4.08M<0.1%+4,415+12.2%AddedHolders
Q3 202136,187$3.34M<0.1%+11,855+48.7%AddedHolders
Q2 202124,332$3.16M<0.1%+1,023+4.4%AddedHolders
Q1 202123,309$2.86M<0.1%––Holders

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