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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SITC holding history

SITE Centers Corp. 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.

SITC overviewAll 13F holders of SITCFull Q2 2026 holdings

Shares (Q2 2026)
34,201
Value
$135.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SITC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,201$135.8K<0.1%−4,413−11.4%ReducedHolders
Q1 202638,614$208.5K<0.1%−14,892−27.8%ReducedHolders
Q4 202553,506$343.5K<0.1%+39,818+290.9%AddedHolders
Q3 202513,688$123.3K<0.1%−4,784−25.9%ReducedHolders
Q2 202518,472$208.9K<0.1%+1,495+8.8%AddedHolders
Q1 202516,977$218.0K<0.1%+182+1.1%AddedHolders
Q4 202416,795$256.8K<0.1%−4,285−20.3%ReducedHolders
Q3 202421,080$1.28M<0.1%+6,620+45.8%AddedConverted for a 1-for-4 splitHolders
Q2 202457,839$838.7K<0.1%+287+0.5%AddedHolders
Q1 202457,552$843.1K<0.1%+1,565+2.8%AddedHolders
Q4 202355,987$763.1K<0.1%+10,400+22.8%AddedHolders
Q3 202345,587$562.1K<0.1%+1,284+2.9%AddedHolders
Q2 202344,303$585.7K<0.1%−913−2.0%ReducedHolders
Q1 202345,216$555.3K<0.1%+12,770+39.4%AddedHolders
Q4 202232,446$443.2K<0.1%+6,213+23.7%AddedHolders
Q3 202226,233$281.0K<0.1%+2,666+11.3%AddedHolders
Q2 202223,567$317.0K<0.1%+1,361+6.1%AddedHolders
Q1 202222,206$371.0K<0.1%00.0%UnchangedHolders
Q4 202122,206$352.0K<0.1%+36+0.2%AddedHolders
Q3 202122,170$342.0K<0.1%00.0%UnchangedHolders
Q2 202122,170$334.0K<0.1%−33−0.1%ReducedHolders
Q1 202122,203$301.0K<0.1%––Holders

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