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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

T holding history

AT&T 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.

T overviewAll 13F holders of TFull Q2 2026 holdings

Shares (Q2 2026)
2,319,979
Value
$48.0M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of T by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,319,979$48.0M<0.1%+20,793+0.9%AddedHolders
Q1 20262,299,186$66.7M<0.1%+206,143+9.8%AddedHolders
Q4 20252,093,043$52.0M<0.1%+36,635+1.8%AddedHolders
Q3 20252,056,408$58.1M<0.1%+86,600+4.4%AddedHolders
Q2 20251,969,808$57.0M<0.1%+15,465+0.8%AddedHolders
Q1 20251,954,343$55.3M0.1%+134,957+7.4%AddedHolders
Q4 20241,819,386$41.4M<0.1%+254,609+16.3%AddedHolders
Q3 20241,564,777$34.4M<0.1%+43,818+2.9%AddedHolders
Q2 20241,520,959$29.1M<0.1%+34,614+2.3%AddedHolders
Q1 20241,486,345$26.2M<0.1%+109,535+8.0%AddedHolders
Q4 20231,376,810$23.1M<0.1%−4,507−0.3%ReducedHolders
Q3 20231,381,317$20.7M<0.1%+130,256+10.4%AddedHolders
Q2 20231,251,061$20.0M<0.1%−69,857−5.3%ReducedHolders
Q1 20231,320,918$25.4M<0.1%−5,435−0.4%ReducedHolders
Q4 20221,326,353$24.4M<0.1%−8,269−0.6%ReducedHolders
Q3 20221,334,622$20.5M<0.1%−2,979−0.2%ReducedHolders
Q2 20221,337,601$28.0M<0.1%+263,424+24.5%AddedHolders
Q1 20221,074,177$25.4M<0.1%+65,874+6.5%AddedHolders
Q4 20211,008,303$24.8M<0.1%−303,703−23.1%ReducedHolders
Q3 20211,312,006$35.4M0.1%+159,266+13.8%AddedHolders
Q2 20211,152,740$33.2M0.1%−173,940−13.1%ReducedHolders
Q1 20211,326,680$40.2M0.1%––Holders

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