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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SVC holding history

Service Properties Trust 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.

SVC overviewAll 13F holders of SVCFull Q2 2026 holdings

Shares (Q2 2026)
224,941
Value
$380.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SVC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026224,941$380.1K<0.1%+36,243+19.2%AddedHolders
Q1 2026188,698$255.7K<0.1%−69,236−26.8%ReducedHolders
Q4 2025257,934$474.6K<0.1%−24,091−8.5%ReducedHolders
Q3 2025282,025$764.3K<0.1%+135,600+92.6%AddedHolders
Q2 2025146,425$350.0K<0.1%−1,523−1.0%ReducedHolders
Q1 2025147,948$386.1K<0.1%+82,959+127.7%AddedHolders
Q4 202464,989$165.1K<0.1%−58,315−47.3%ReducedHolders
Q3 2024123,304$562.3K<0.1%−68,335−35.7%ReducedHolders
Q2 2024191,639$985.0K<0.1%+8,409+4.6%AddedHolders
Q1 2024183,230$1.24M<0.1%+76,174+71.2%AddedHolders
Q4 2023107,056$914.3K<0.1%−12,135−10.2%ReducedHolders
Q3 2023119,191$916.6K<0.1%−495−0.4%ReducedHolders
Q2 2023119,686$1.04M<0.1%+827+0.7%AddedHolders
Q1 2023118,859$1.18M<0.1%+175+0.1%AddedHolders
Q4 2022118,684$865.2K<0.1%+72,531+157.2%AddedHolders
Q3 202246,153$240.0K<0.1%+1,903+4.3%AddedHolders
Q2 202244,250$231.0K<0.1%+29,795+206.1%AddedHolders
Q1 202214,455$128.0K<0.1%−30,319−67.7%ReducedHolders
Q4 202144,774$394.0K<0.1%−1,939−4.2%ReducedHolders
Q3 202146,713$524.0K<0.1%+535+1.2%AddedHolders
Q2 202146,178$582.0K<0.1%−1,384−2.9%ReducedHolders
Q1 202147,562$564.0K<0.1%––Holders

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