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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TEAM holding history

Atlassian Corp 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.

TEAM overviewAll 13F holders of TEAMFull Q2 2026 holdings

Shares (Q2 2026)
211,310
Value
$16.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TEAM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026211,310$16.4M<0.1%+126,614+149.5%AddedHolders
Q1 202684,696$5.78M<0.1%+5,674+7.2%AddedHolders
Q4 202579,022$12.8M<0.1%+58,495+285.0%AddedHolders
Q3 202520,527$3.28M<0.1%−22,875−52.7%ReducedHolders
Q2 202543,402$8.81M<0.1%+29,783+218.7%AddedHolders
Q1 202513,619$2.89M<0.1%+2,632+24.0%AddedHolders
Q4 202410,987$2.67M<0.1%+3,040+38.3%AddedHolders
Q3 20247,947$1.26M<0.1%+1,941+32.3%AddedHolders
Q2 20246,006$1.06M<0.1%−53−0.9%ReducedHolders
Q1 20246,059$1.18M<0.1%+356+6.2%AddedHolders
Q4 20235,703$1.36M<0.1%+533+10.3%AddedHolders
Q3 20235,170$1.04M<0.1%+566+12.3%AddedHolders
Q2 20234,604$772.6K<0.1%−1,400−23.3%ReducedHolders
Q1 20236,004$1.03M<0.1%+1,597+36.2%AddedHolders
Q4 20224,407$567.1K<0.1%+1,485+50.8%AddedHolders
Q3 20222,922$615.0K<0.1%−1,122−27.7%ReducedHolders
Q2 20224,044$758.0K<0.1%−107−2.6%ReducedHolders
Q1 20224,151$1.22M<0.1%+731+21.4%AddedHolders
Q4 20213,420$1.30M<0.1%+74+2.2%AddedHolders
Q3 20213,346$1.31M<0.1%−710−17.5%ReducedHolders
Q2 20214,056$1.04M<0.1%−410−9.2%ReducedHolders
Q1 20214,466$941.0K<0.1%––Holders

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