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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SMG holding history

Scotts Miracle-Gro 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.

SMG overviewAll 13F holders of SMGFull Q2 2026 holdings

Shares (Q2 2026)
11,516
Value
$784.3K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SMG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,516$784.3K<0.1%−2,182−15.9%ReducedHolders
Q1 202613,698$833.0K<0.1%+802+6.2%AddedHolders
Q4 202512,896$752.5K<0.1%+1,628+14.4%AddedHolders
Q3 202511,268$641.7K<0.1%−40−0.4%ReducedHolders
Q2 202511,308$745.9K<0.1%+2,812+33.1%AddedHolders
Q1 20258,496$466.3K<0.1%+400+4.9%AddedHolders
Q4 20248,096$537.1K<0.1%−179−2.2%ReducedHolders
Q3 20248,275$717.5K<0.1%+411+5.2%AddedHolders
Q2 20247,864$511.6K<0.1%+522+7.1%AddedHolders
Q1 20247,342$547.7K<0.1%+500+7.3%AddedHolders
Q4 20236,842$436.2K<0.1%−843−11.0%ReducedHolders
Q3 20237,685$397.2K<0.1%+237+3.2%AddedHolders
Q2 20237,448$466.9K<0.1%−813−9.8%ReducedHolders
Q1 20238,261$576.1K<0.1%+539+7.0%AddedHolders
Q4 20227,722$375.2K<0.1%+2,038+35.9%AddedHolders
Q3 20225,684$243.0K<0.1%+485+9.3%AddedHolders
Q2 20225,199$411.0K<0.1%+708+15.8%AddedHolders
Q1 20224,491$552.0K<0.1%+33+0.7%AddedHolders
Q4 20214,458$718.0K<0.1%+425+10.5%AddedHolders
Q3 20214,033$590.0K<0.1%+62+1.6%AddedHolders
Q2 20213,971$762.0K<0.1%−4,237−51.6%ReducedHolders
Q1 20218,208$2.01M<0.1%––Holders

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