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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SEIC holding history

SEI Investments Co 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.

SEIC overviewAll 13F holders of SEICFull Q2 2026 holdings

Shares (Q2 2026)
95,983
Value
$8.42M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SEIC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,983$8.42M<0.1%−20,844−17.8%ReducedHolders
Q1 2026116,827$9.17M<0.1%+6,786+6.2%AddedHolders
Q4 2025110,041$9.03M<0.1%+68,647+165.8%AddedHolders
Q3 202541,394$3.51M<0.1%+25,670+163.3%AddedHolders
Q2 202515,724$1.41M<0.1%+7,115+82.6%AddedHolders
Q1 20258,609$668.3K<0.1%−1,422−14.2%ReducedHolders
Q4 202410,031$827.3K<0.1%+1,945+24.1%AddedHolders
Q3 20248,086$559.5K<0.1%+182+2.3%AddedHolders
Q2 20247,904$511.3K<0.1%−27−0.3%ReducedHolders
Q1 20247,931$570.3K<0.1%+771+10.8%AddedHolders
Q4 20237,160$455.0K<0.1%−2,008−21.9%ReducedHolders
Q3 20239,168$552.2K<0.1%+2,051+28.8%AddedHolders
Q2 20237,117$424.3K<0.1%+1,353+23.5%AddedHolders
Q1 20235,764$331.7K<0.1%+154+2.7%AddedHolders
Q4 20225,610$327.1K<0.1%−845−13.1%ReducedHolders
Q3 20226,455$317.0K<0.1%+1,670+34.9%AddedHolders
Q2 20224,785$259.0K<0.1%+63+1.3%AddedHolders
Q1 20224,722$284.0K<0.1%−11,651−71.2%ReducedHolders
Q4 202116,373$998.0K<0.1%−428−2.5%ReducedHolders
Q3 202116,801$996.0K<0.1%+13,091+352.9%AddedHolders
Q2 20213,710$230.0K<0.1%−676−15.4%ReducedHolders
Q1 20214,386$267.0K<0.1%––Holders

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