Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SM holding history

SM Energy 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.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q2 2026)
551,499
Value
$14.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026551,499$14.4M<0.1%+148,148+36.7%AddedHolders
Q1 2026403,351$12.6M<0.1%+236,341+141.5%AddedHolders
Q4 2025167,010$3.12M<0.1%+48,334+40.7%AddedHolders
Q3 2025118,676$2.96M<0.1%+36,686+44.7%AddedHolders
Q2 202581,990$2.03M<0.1%+20,497+33.3%AddedHolders
Q1 202561,493$1.84M<0.1%+18,417+42.8%AddedHolders
Q4 202443,076$1.67M<0.1%−20,459−32.2%ReducedHolders
Q3 202463,535$2.54M<0.1%+16,535+35.2%AddedHolders
Q2 202447,000$2.03M<0.1%+14,848+46.2%AddedHolders
Q1 202432,152$1.60M<0.1%+3,319+11.5%AddedHolders
Q4 202328,833$1.12M<0.1%−92,439−76.2%ReducedHolders
Q3 2023121,272$4.81M<0.1%+61,368+102.4%AddedHolders
Q2 202359,904$1.89M<0.1%+10,024+20.1%AddedHolders
Q1 202349,880$1.40M<0.1%−14,276−22.3%ReducedHolders
Q4 202264,156$2.23M<0.1%+17,429+37.3%AddedHolders
Q3 202246,727$1.76M<0.1%+5,091+12.2%AddedHolders
Q2 202241,636$1.42M<0.1%+2,398+6.1%AddedHolders
Q1 202239,238$1.53M<0.1%+17,979+84.6%AddedHolders
Q4 202121,259$627.0K<0.1%+6,125+40.5%AddedHolders
Q3 202115,134$399.0K<0.1%−40,460−72.8%ReducedHolders
Q2 202155,594$1.37M<0.1%−62,700−53.0%ReducedHolders
Q1 2021118,294$1.94M<0.1%––Holders

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