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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RMT holding history

Royce Micro-Cap Trust, 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.

RMT overviewAll 13F holders of RMTFull Q2 2026 holdings

Shares (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q1 2021
Holdings of RMT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−14,410−100.0%Sold outHolders
Q2 202214,410$120.0K<0.1%+3,902+37.1%AddedHolders
Q1 202210,508$111.0K<0.1%00.0%UnchangedHolders
Q4 202110,508$121.0K<0.1%00.0%UnchangedHolders
Q3 202110,508$120.0K<0.1%−42−0.4%ReducedHolders
Q2 202110,550$131.0K<0.1%−3,728−26.1%ReducedHolders
Q1 202114,278$161.0K<0.1%––Holders

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