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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SLF holding history

Sun Life Financial 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.

SLF overviewAll 13F holders of SLFFull Q2 2026 holdings

Shares (Q2 2026)
119,029
Value
$9.33M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SLF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026119,029$9.33M<0.1%+13,416+12.7%AddedHolders
Q1 2026105,613$6.61M<0.1%+21,987+26.3%AddedHolders
Q4 202583,626$5.22M<0.1%+3,353+4.2%AddedHolders
Q3 202580,273$4.82M<0.1%+12,811+19.0%AddedHolders
Q2 202567,462$4.48M<0.1%+7,306+12.1%AddedHolders
Q1 202560,156$3.44M<0.1%+3,452+6.1%AddedHolders
Q4 202456,704$3.36M<0.1%+8,146+16.8%AddedHolders
Q3 202448,558$2.82M<0.1%+590+1.2%AddedHolders
Q2 202447,968$2.35M<0.1%+12,049+33.5%AddedHolders
Q1 202435,919$1.96M<0.1%+2,843+8.6%AddedHolders
Q4 202333,076$1.72M<0.1%+2,248+7.3%AddedHolders
Q3 202330,828$1.50M<0.1%−3,224−9.5%ReducedHolders
Q2 202334,052$1.77M<0.1%+12,392+57.2%AddedHolders
Q1 202321,660$1.01M<0.1%+5,347+32.8%AddedHolders
Q4 202216,313$757.2K<0.1%+2,019+14.1%AddedHolders
Q3 202214,294$568.0K<0.1%+4,761+49.9%AddedHolders
Q2 20229,533$437.0K<0.1%+1,522+19.0%AddedHolders
Q1 20228,011$447.0K<0.1%+463+6.1%AddedHolders
Q4 20217,548$420.0K<0.1%−440−5.5%ReducedHolders
Q3 20217,988$411.0K<0.1%+518+6.9%AddedHolders
Q2 20217,470$385.0K<0.1%−4,188−35.9%ReducedHolders
Q1 202111,658$589.0K<0.1%––Holders

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