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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SWX holding history

Southwest Gas Holdings, 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.

SWX overviewAll 13F holders of SWXFull Q2 2026 holdings

Shares (Q2 2026)
32,279
Value
$2.86M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SWX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,279$2.86M<0.1%+6,890+27.1%AddedHolders
Q1 202625,389$2.21M<0.1%+7,248+40.0%AddedHolders
Q4 202518,141$1.45M<0.1%+2,392+15.2%AddedHolders
Q3 202515,749$1.23M<0.1%−2,970−15.9%ReducedHolders
Q2 202518,719$1.39M<0.1%+5,132+37.8%AddedHolders
Q1 202513,587$975.5K<0.1%−249−1.8%ReducedHolders
Q4 202413,836$978.4K<0.1%−393−2.8%ReducedHolders
Q3 202414,229$1.05M<0.1%−255−1.8%ReducedHolders
Q2 202414,484$1.02M<0.1%+589+4.2%AddedHolders
Q1 202413,895$1.06M<0.1%+247+1.8%AddedHolders
Q4 202313,648$864.6K<0.1%+1,136+9.1%AddedHolders
Q3 202312,512$755.9K<0.1%−2,262−15.3%ReducedHolders
Q2 202314,774$940.4K<0.1%+5,480+59.0%AddedHolders
Q1 20239,294$580.4K<0.1%+985+11.9%AddedHolders
Q4 20228,309$514.2K<0.1%+473+6.0%AddedHolders
Q3 20227,836$547.0K<0.1%+855+12.2%AddedHolders
Q2 20226,981$608.0K<0.1%−1,152−14.2%ReducedHolders
Q1 20228,133$637.0K<0.1%+768+10.4%AddedHolders
Q4 20217,365$516.0K<0.1%+322+4.6%AddedHolders
Q3 20217,043$471.0K<0.1%−81−1.1%ReducedHolders
Q2 20217,124$472.0K<0.1%−226−3.1%ReducedHolders
Q1 20217,350$505.0K<0.1%––Holders

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