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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SU holding history

Suncor Energy 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.

SU overviewAll 13F holders of SUFull Q2 2026 holdings

Shares (Q2 2026)
343,611
Value
$18.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026343,611$18.4M<0.1%+69,101+25.2%AddedHolders
Q1 2026274,510$18.1M<0.1%+52,027+23.4%AddedHolders
Q4 2025222,483$9.87M<0.1%+38,935+21.2%AddedHolders
Q3 2025183,548$7.67M<0.1%+16,230+9.7%AddedHolders
Q2 2025167,318$6.27M<0.1%+44,506+36.2%AddedHolders
Q1 2025122,812$4.76M<0.1%−152,870−55.5%ReducedHolders
Q4 2024275,682$9.84M<0.1%+14,442+5.5%AddedHolders
Q3 2024261,240$9.64M<0.1%+11,205+4.5%AddedHolders
Q2 2024250,035$9.53M<0.1%+7,889+3.3%AddedHolders
Q1 2024242,146$8.94M<0.1%+13,455+5.9%AddedHolders
Q4 2023228,691$7.33M<0.1%+7,480+3.4%AddedHolders
Q3 2023221,211$7.61M<0.1%+3,149+1.4%AddedHolders
Q2 2023218,062$6.39M<0.1%+7,517+3.6%AddedHolders
Q1 2023210,545$6.54M<0.1%−796−0.4%ReducedHolders
Q4 2022211,341$6.71M<0.1%−157−0.1%ReducedHolders
Q3 2022211,498$5.95M<0.1%−10,027−4.5%ReducedHolders
Q2 2022221,525$7.77M<0.1%+205,596+1,290.7%AddedHolders
Q1 202215,929$519.0K<0.1%−11,728−42.4%ReducedHolders
Q4 202127,657$692.0K<0.1%+5,012+22.1%AddedHolders
Q3 202122,645$470.0K<0.1%+12,134+115.4%AddedHolders
Q2 202110,511$252.0K<0.1%−5,444−34.1%ReducedHolders
Q1 202115,955$333.0K<0.1%––Holders

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