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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SIRI holding history

Sirius XM Holdings 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.

SIRI overviewAll 13F holders of SIRIFull Q2 2026 holdings

Shares (Q2 2026)
334,653
Value
$9.89M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SIRI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026334,653$9.89M<0.1%+58,369+21.1%AddedHolders
Q1 2026276,284$6.38M<0.1%+159,591+136.8%AddedHolders
Q4 2025116,693$2.33M<0.1%+10,117+9.5%AddedHolders
Q3 2025106,576$2.48M<0.1%+9,747+10.1%AddedHolders
Q2 202596,829$2.22M<0.1%−2,645−2.7%ReducedHolders
Q1 202599,474$2.24M<0.1%−1,800−1.8%ReducedHolders
Q4 2024101,274$2.31M<0.1%−8,343−7.6%ReducedHolders
Q3 2024109,617$2.59M<0.1%−734,770−87.0%ReducedHolders
Q2 2024844,387$2.39M<0.1%+91,223+12.1%AddedHolders
Q1 2024753,164$2.92M<0.1%−32,561−4.1%ReducedHolders
Q4 2023785,725$4.30M<0.1%+6,268+0.8%AddedHolders
Q3 2023779,457$3.52M<0.1%+251,873+47.7%AddedHolders
Q2 2023527,584$2.39M<0.1%+7,926+1.5%AddedHolders
Q1 2023519,658$2.06M<0.1%+19,157+3.8%AddedHolders
Q4 2022500,501$2.92M<0.1%+12,667+2.6%AddedHolders
Q3 2022487,834$2.79M<0.1%+990.0%AddedHolders
Q2 2022487,735$2.99M<0.1%+9,726+2.0%AddedHolders
Q1 2022478,009$3.17M<0.1%−6,174−1.3%ReducedHolders
Q4 2021484,183$3.08M<0.1%−50,148−9.4%ReducedHolders
Q3 2021534,331$3.26M<0.1%+20,668+4.0%AddedHolders
Q2 2021513,663$3.36M<0.1%−832,389−61.8%ReducedHolders
Q1 20211,346,052$8.20M<0.1%––Holders

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