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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

RVT holding history

Royce Small-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.

RVT overviewAll 13F holders of RVTFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
21
Since Q1 2021
Holdings of RVT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−13,074−100.0%Sold outHolders
Q1 202613,074$217.0K<0.1%−662−4.8%ReducedHolders
Q4 202513,736$221.1K<0.1%+2,737+24.9%AddedHolders
Q3 202510,999$177.4K<0.1%−1,007−8.4%ReducedHolders
Q2 202512,006$180.7K<0.1%+50.0%AddedHolders
Q1 202512,001$170.9K<0.1%+955+8.6%AddedHolders
Q4 202411,046$174.5K<0.1%−745−6.3%ReducedHolders
Q3 202411,791$185.1K<0.1%+842+7.7%AddedHolders
Q2 202410,949$158.4K<0.1%−675−5.8%ReducedHolders
Q1 202411,624$176.3K<0.1%−2,845−19.7%ReducedHolders
Q4 202314,469$210.7K<0.1%+2,185+17.8%AddedHolders
Q3 202312,284$158.1K<0.1%−6,381−34.2%ReducedHolders
Q2 202318,665$257.6K<0.1%−6,086−24.6%ReducedHolders
Q1 202324,751$335.9K<0.1%+6,166+33.2%AddedHolders
Q4 202218,585$246.4K<0.1%−13,901−42.8%ReducedHolders
Q3 202232,486$408.0K<0.1%+124+0.4%AddedHolders
Q2 202232,362$452.0K<0.1%+11,679+56.5%AddedHolders
Q1 202220,683$351.0K<0.1%−2,177−9.5%ReducedHolders
Q4 202122,860$448.0K<0.1%+90+0.4%AddedHolders
Q3 202122,770$410.0K<0.1%−37−0.2%ReducedHolders
Q2 202122,807$433.0K<0.1%+8,676+61.4%AddedHolders
Q1 202114,131$256.0K<0.1%––Holders

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