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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RLI holding history

Rli 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.

RLI overviewAll 13F holders of RLIFull Q2 2026 holdings

Shares (Q2 2026)
117,938
Value
$6.97M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RLI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026117,938$6.97M<0.1%+29,219+32.9%AddedHolders
Q1 202688,719$5.06M<0.1%−19,893−18.3%ReducedHolders
Q4 2025108,612$6.95M<0.1%+49,850+84.8%AddedHolders
Q3 202558,762$3.83M<0.1%+12,548+27.2%AddedHolders
Q2 202546,214$3.34M<0.1%+11,823+34.4%AddedHolders
Q1 202534,391$2.76M<0.1%−687−2.0%ReducedConverted for a 2-for-1 splitHolders
Q4 202417,539$2.89M<0.1%−1,047−5.6%ReducedHolders
Q3 202418,586$2.88M<0.1%+444+2.4%AddedHolders
Q2 202418,142$2.55M<0.1%+588+3.3%AddedHolders
Q1 202417,554$2.61M<0.1%+284+1.6%AddedHolders
Q4 202317,270$2.30M<0.1%−852−4.7%ReducedHolders
Q3 202318,122$2.46M<0.1%−64−0.4%ReducedHolders
Q2 202318,186$2.48M<0.1%+1,271+7.5%AddedHolders
Q1 202316,915$2.25M<0.1%+320+1.9%AddedHolders
Q4 202216,595$2.18M<0.1%−295−1.7%ReducedHolders
Q3 202216,890$1.73M<0.1%+598+3.7%AddedHolders
Q2 202216,292$1.90M<0.1%+1,054+6.9%AddedHolders
Q1 202215,238$1.69M<0.1%+65+0.4%AddedHolders
Q4 202115,173$1.70M<0.1%+226+1.5%AddedHolders
Q3 202114,947$1.50M<0.1%+56+0.4%AddedHolders
Q2 202114,891$1.56M<0.1%+59+0.4%AddedHolders
Q1 202114,832$1.66M<0.1%––Holders

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