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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TRI holding history

Thomson Reuters 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.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q2 2026)
51,561
Value
$4.21M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TRI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,561$4.21M<0.1%−2,593−4.8%ReducedHolders
Q1 202654,154$4.87M<0.1%+33,057+156.7%AddedHolders
Q4 202521,097$2.78M<0.1%+316+1.5%AddedHolders
Q3 202520,781$3.23M<0.1%+204+1.0%AddedHolders
Q2 202520,577$4.14M<0.1%+520+2.6%AddedHolders
Q1 202520,057$3.47M<0.1%+1,029+5.4%AddedHolders
Q4 202419,028$3.05M<0.1%+686+3.7%AddedHolders
Q3 202418,342$3.13M<0.1%+1,514+9.0%AddedHolders
Q2 202416,828$2.84M<0.1%+164+1.0%AddedHolders
Q1 202416,664$2.60M<0.1%+1,472+9.7%AddedHolders
Q4 202315,192$2.22M<0.1%+2,115+16.2%AddedHolders
Q3 202313,077$1.60M<0.1%−1,050−7.4%ReducedHolders
Q2 202314,127$1.91M<0.1%+1,501+11.9%AddedHolders
Q1 202312,626$1.64M<0.1%+3,388+36.7%AddedHolders
Q4 20229,238$1.05M<0.1%−225−2.4%ReducedHolders
Q3 20229,463$971.0K<0.1%+3,046+47.5%AddedHolders
Q2 20226,417$669.0K<0.1%+2,022+46.0%AddedHolders
Q1 20224,395$478.0K<0.1%−18−0.4%ReducedHolders
Q4 20214,413$528.0K<0.1%+351+8.6%AddedHolders
Q3 20214,062$449.0K<0.1%+113+2.9%AddedHolders
Q2 20213,949$392.0K<0.1%−285−6.7%ReducedHolders
Q1 20214,234$371.0K<0.1%––Holders

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