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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SBR holding history

Sabine Royalty Trust 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.

SBR overviewAll 13F holders of SBRFull Q2 2026 holdings

Shares (Q2 2026)
5,756
Value
$421.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SBR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,756$421.3K<0.1%−12,078−67.7%ReducedHolders
Q1 202617,834$1.34M<0.1%+115+0.6%AddedHolders
Q4 202517,719$1.21M<0.1%+1,222+7.4%AddedHolders
Q3 202516,497$1.31M<0.1%−573−3.4%ReducedHolders
Q2 202517,070$1.13M<0.1%−100−0.6%ReducedHolders
Q1 202517,170$1.16M<0.1%+31+0.2%AddedHolders
Q4 202417,139$1.11M<0.1%+1,420+9.0%AddedHolders
Q3 202415,719$968.4K<0.1%+150+1.0%AddedHolders
Q2 202415,569$1.00M<0.1%−20.0%ReducedHolders
Q1 202415,571$984.2K<0.1%−109−0.7%ReducedHolders
Q4 202315,680$1.06M<0.1%−129−0.8%ReducedHolders
Q3 202315,809$1.04M<0.1%00.0%UnchangedHolders
Q2 202315,809$1.04M<0.1%+100+0.6%AddedHolders
Q1 202315,709$1.13M<0.1%00.0%UnchangedHolders
Q4 202215,709$1.34M<0.1%00.0%UnchangedHolders
Q3 202215,709$1.12M<0.1%+40+0.3%AddedHolders
Q2 202215,669$954.0K<0.1%00.0%UnchangedHolders
Q1 202215,669$905.0K<0.1%+332+2.2%AddedHolders
Q4 202115,337$639.0K<0.1%−1,500−8.9%ReducedHolders
Q3 202116,837$721.0K<0.1%+1,000+6.3%AddedHolders
Q2 202115,837$639.0K<0.1%−1,445−8.4%ReducedHolders
Q1 202117,282$525.0K<0.1%––Holders

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