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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SAM holding history

Boston Beer Co 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.

SAM overviewAll 13F holders of SAMFull Q2 2026 holdings

Shares (Q2 2026)
12,350
Value
$2.19M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SAM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,350$2.19M<0.1%−14,107−53.3%ReducedHolders
Q1 202626,457$6.10M<0.1%+14,560+122.4%AddedHolders
Q4 202511,897$2.32M<0.1%−2,937−19.8%ReducedHolders
Q3 202514,834$3.14M<0.1%+11,809+390.4%AddedHolders
Q2 20253,025$577.2K<0.1%+955+46.1%AddedHolders
Q1 20252,070$494.4K<0.1%+27+1.3%AddedHolders
Q4 20242,043$612.9K<0.1%−497−19.6%ReducedHolders
Q3 20242,540$734.4K<0.1%+155+6.5%AddedHolders
Q2 20242,385$727.5K<0.1%+158+7.1%AddedHolders
Q1 20242,227$677.9K<0.1%−289−11.5%ReducedHolders
Q4 20232,516$869.5K<0.1%+154+6.5%AddedHolders
Q3 20232,362$920.1K<0.1%−44−1.8%ReducedHolders
Q2 20232,406$742.1K<0.1%−794−24.8%ReducedHolders
Q1 20233,200$1.05M<0.1%−213−6.2%ReducedHolders
Q4 20223,413$1.12M<0.1%+284+9.1%AddedHolders
Q3 20223,129$1.01M<0.1%+59+1.9%AddedHolders
Q2 20223,070$930.0K<0.1%+1,086+54.7%AddedHolders
Q1 20221,984$771.0K<0.1%+726+57.7%AddedHolders
Q4 20211,258$635.0K<0.1%−1,914−60.3%ReducedHolders
Q3 20213,172$1.62M<0.1%+2,724+608.0%AddedHolders
Q2 2021448$457.0K<0.1%−241−35.0%ReducedHolders
Q1 2021689$831.0K<0.1%––Holders

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