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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SLQT holding history

SelectQuote, 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.

SLQT overviewAll 13F holders of SLQTFull Q2 2026 holdings

Shares (Q2 2026)
742,044
Value
$624.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SLQT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026742,044$624.1K<0.1%+150,455+25.4%AddedHolders
Q1 2026591,589$372.4K<0.1%+421,470+247.8%AddedHolders
Q4 2025170,119$239.9K<0.1%−42,269−19.9%ReducedHolders
Q3 2025212,388$416.3K<0.1%+90,791+74.7%AddedHolders
Q2 2025121,597$289.4K<0.1%+9,504+8.5%AddedHolders
Q1 2025112,093$374.4K<0.1%+2,401+2.2%AddedHolders
Q4 2024109,692$408.1K<0.1%+9,673+9.7%AddedHolders
Q3 2024100,019$217.0K<0.1%+6,150+6.6%AddedHolders
Q2 202493,869$259.1K<0.1%+9,479+11.2%AddedHolders
Q1 202484,390$168.8K<0.1%+35,609+73.0%AddedHolders
Q4 202348,781$66.8K<0.1%00.0%UnchangedHolders
Q3 202348,781$57.1K<0.1%00.0%UnchangedHolders
Q2 202348,781$95.1K<0.1%−12,446−20.3%ReducedHolders
Q1 202361,227$132.9K<0.1%−151,209−71.2%ReducedHolders
Q4 2022212,436$142.7K<0.1%+167,373+371.4%AddedHolders
Q3 202245,063$33.0K<0.1%−504−1.1%ReducedHolders
Q2 202245,567$113.0K<0.1%+193+0.4%AddedHolders
Q1 202245,374$127.0K<0.1%+13,325+41.6%AddedHolders
Q4 202132,049$290.0K<0.1%−22,331−41.1%ReducedHolders
Q3 202154,380$703.0K<0.1%+7,800+16.7%AddedHolders
Q2 202146,580$897.0K<0.1%+1,975+4.4%AddedHolders
Q1 202144,605$1.32M<0.1%––Holders

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