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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SCI holding history

Service Corp International 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.

SCI overviewAll 13F holders of SCIFull Q2 2026 holdings

Shares (Q2 2026)
23,065
Value
$1.75M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,065$1.75M<0.1%−10,033−30.3%ReducedHolders
Q1 202633,098$2.73M<0.1%+1,668+5.3%AddedHolders
Q4 202531,430$2.45M<0.1%−2,282−6.8%ReducedHolders
Q3 202533,712$2.81M<0.1%+6,068+22.0%AddedHolders
Q2 202527,644$2.25M<0.1%+5,842+26.8%AddedHolders
Q1 202521,802$1.75M<0.1%+1,750+8.7%AddedHolders
Q4 202420,052$1.60M<0.1%−6,347−24.0%ReducedHolders
Q3 202426,399$2.08M<0.1%+2,394+10.0%AddedHolders
Q2 202424,005$1.71M<0.1%+6,256+35.2%AddedHolders
Q1 202417,749$1.32M<0.1%+1,031+6.2%AddedHolders
Q4 202316,718$1.14M<0.1%+1,509+9.9%AddedHolders
Q3 202315,209$869.0K<0.1%−1,690−10.0%ReducedHolders
Q2 202316,899$1.09M<0.1%−203−1.2%ReducedHolders
Q1 202317,102$1.18M<0.1%−1,545−8.3%ReducedHolders
Q4 202218,647$1.29M<0.1%+964+5.5%AddedHolders
Q3 202217,683$1.02M<0.1%+766+4.5%AddedHolders
Q2 202216,917$1.17M<0.1%+714+4.4%AddedHolders
Q1 202216,203$1.07M<0.1%+788+5.1%AddedHolders
Q4 202115,415$1.09M<0.1%+5,220+51.2%AddedHolders
Q3 202110,195$614.0K<0.1%+466+4.8%AddedHolders
Q2 20219,729$521.0K<0.1%−2,615−21.2%ReducedHolders
Q1 202112,344$630.0K<0.1%––Holders

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