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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RS holding history

Reliance, 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.

RS overviewAll 13F holders of RSFull Q2 2026 holdings

Shares (Q2 2026)
65,731
Value
$24.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of RS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665,731$24.6M<0.1%+2,306+3.6%AddedHolders
Q1 202663,425$19.3M<0.1%+3,736+6.3%AddedHolders
Q4 202559,689$17.2M<0.1%−9,034−13.1%ReducedHolders
Q3 202568,723$19.3M<0.1%+885+1.3%AddedHolders
Q2 202567,838$21.3M<0.1%+718+1.1%AddedHolders
Q1 202567,120$19.4M<0.1%+138+0.2%AddedHolders
Q4 202466,982$18.0M<0.1%+365+0.5%AddedHolders
Q3 202466,617$19.3M<0.1%+661+1.0%AddedHolders
Q2 202465,956$18.8M<0.1%+289+0.4%AddedHolders
Q1 202465,667$21.9M<0.1%+483+0.7%AddedHolders
Q4 202365,184$18.2M<0.1%+495+0.8%AddedHolders
Q3 202364,689$17.0M<0.1%−1,719−2.6%ReducedHolders
Q2 202366,408$18.0M<0.1%−1,967−2.9%ReducedHolders
Q1 202368,375$17.6M<0.1%−243−0.4%ReducedHolders
Q4 202268,618$13.9M<0.1%−4,567−6.2%ReducedHolders
Q3 202273,185$12.8M<0.1%+1,535+2.1%AddedHolders
Q2 202271,650$12.2M<0.1%−6,346−8.1%ReducedHolders
Q1 202277,996$14.3M<0.1%−10,740−12.1%ReducedHolders
Q4 202188,736$14.4M<0.1%+110.0%AddedHolders
Q3 202188,725$12.6M<0.1%−10,157−10.3%ReducedHolders
Q2 202198,882$14.9M<0.1%−32,273−24.6%ReducedHolders
Q1 2021131,155$20.0M<0.1%––Holders

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