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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SR holding history

Spire 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.

SR overviewAll 13F holders of SRFull Q2 2026 holdings

Shares (Q2 2026)
20,928
Value
$1.63M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,928$1.63M<0.1%+5,462+35.3%AddedHolders
Q1 202615,466$1.40M<0.1%+4,413+39.9%AddedHolders
Q4 202511,053$914.1K<0.1%−67−0.6%ReducedHolders
Q3 202511,120$906.5K<0.1%+1,645+17.4%AddedHolders
Q2 20259,475$691.6K<0.1%+1,606+20.4%AddedHolders
Q1 20257,869$615.8K<0.1%−3,364−29.9%ReducedHolders
Q4 202411,233$762.0K<0.1%+4,107+57.6%AddedHolders
Q3 20247,126$479.5K<0.1%+190+2.7%AddedHolders
Q2 20246,936$421.2K<0.1%+576+9.1%AddedHolders
Q1 20246,360$390.3K<0.1%−1,223−16.1%ReducedHolders
Q4 20237,583$472.7K<0.1%+694+10.1%AddedHolders
Q3 20236,889$389.8K<0.1%+205+3.1%AddedHolders
Q2 20236,684$424.0K<0.1%+450+7.2%AddedHolders
Q1 20236,234$437.2K<0.1%+379+6.5%AddedHolders
Q4 20225,855$403.1K<0.1%+624+11.9%AddedHolders
Q3 20225,231$326.0K<0.1%−625−10.7%ReducedHolders
Q2 20225,856$435.0K<0.1%+1,278+27.9%AddedHolders
Q1 20224,578$328.0K<0.1%+4,578NewHolders
Q3 20210$00.0%−3,646−100.0%Sold outHolders
Q2 20213,646$264.0K<0.1%−226−5.8%ReducedHolders
Q1 20213,872$286.0K<0.1%––Holders

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