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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TD holding history

Toronto Dominion Bank 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.

TD overviewAll 13F holders of TDFull Q2 2026 holdings

Shares (Q2 2026)
310,241
Value
$37.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TD by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026310,241$37.7M<0.1%+45,737+17.3%AddedHolders
Q1 2026264,504$24.7M<0.1%+18,311+7.4%AddedHolders
Q4 2025246,193$23.2M<0.1%+26,422+12.0%AddedHolders
Q3 2025219,771$17.6M<0.1%+28,761+15.1%AddedHolders
Q2 2025191,010$14.0M<0.1%+16,900+9.7%AddedHolders
Q1 2025174,110$10.4M<0.1%+44,181+34.0%AddedHolders
Q4 2024129,929$6.92M<0.1%−14,322−9.9%ReducedHolders
Q3 2024144,251$9.13M<0.1%+12,879+9.8%AddedHolders
Q2 2024131,372$7.22M<0.1%−281,933−68.2%ReducedHolders
Q1 2024413,305$25.0M<0.1%−11,032−2.6%ReducedHolders
Q4 2023424,337$27.4M0.1%−256,202−37.6%ReducedHolders
Q3 2023680,539$41.0M0.1%+281,486+70.5%AddedHolders
Q2 2023399,053$24.7M<0.1%+3,129+0.8%AddedHolders
Q1 2023395,924$23.7M<0.1%−4,869−1.2%ReducedHolders
Q4 2022400,793$26.0M<0.1%+2,811+0.7%AddedHolders
Q3 2022397,982$24.4M<0.1%+21,055+5.6%AddedHolders
Q2 2022376,927$24.7M<0.1%−2,393−0.6%ReducedHolders
Q1 2022379,320$30.1M<0.1%+273,674+259.0%AddedHolders
Q4 2021105,646$8.10M<0.1%+2,806+2.7%AddedHolders
Q3 2021102,840$6.80M<0.1%+1,526+1.5%AddedHolders
Q2 2021101,314$7.10M<0.1%−30,196−23.0%ReducedHolders
Q1 2021131,510$8.58M<0.1%––Holders

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