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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TU holding history

Telus 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.

TU overviewAll 13F holders of TUFull Q2 2026 holdings

Shares (Q2 2026)
109,534
Value
$1.16M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of TU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026109,534$1.16M<0.1%−2,461−2.2%ReducedHolders
Q1 2026111,995$1.44M<0.1%−2,008−1.8%ReducedHolders
Q4 2025114,003$1.50M<0.1%+101,284+796.3%AddedHolders
Q3 202512,719$200.6K<0.1%+12,719NewHolders
Q1 20250$00.0%−12,150−100.0%Sold outHolders
Q4 202412,150$164.8K<0.1%+157+1.3%AddedHolders
Q3 202411,993$201.2K<0.1%+20.0%AddedHolders
Q2 202411,991$181.5K<0.1%+320+2.7%AddedHolders
Q1 202411,671$186.9K<0.1%+237+2.1%AddedHolders
Q4 202311,434$203.4K<0.1%−8,888−43.7%ReducedHolders
Q3 202320,322$332.1K<0.1%+5,297+35.3%AddedHolders
Q2 202315,025$292.4K<0.1%+2,174+16.9%AddedHolders
Q1 202312,851$255.2K<0.1%−3,113−19.5%ReducedHolders
Q4 202215,964$308.3K<0.1%+3,545+28.5%AddedHolders
Q3 202212,419$247.0K<0.1%+10.0%AddedHolders
Q2 202212,418$277.0K<0.1%+1,002+8.8%AddedHolders
Q1 202211,416$298.0K<0.1%+1,685+17.3%AddedHolders
Q4 20219,731$229.0K<0.1%+432+4.6%AddedHolders
Q3 20219,299$204.0K<0.1%+201+2.2%AddedHolders
Q2 20219,098$204.0K<0.1%−3,217−26.1%ReducedHolders
Q1 202112,315$245.0K<0.1%––Holders

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