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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

TY holding history

TRI-CONTINENTAL 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.

TY overviewAll 13F holders of TYFull Q2 2026 holdings

Shares (Q2 2026)
26,383
Value
$908.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202626,383$908.1K<0.1%+435+1.7%AddedHolders
Q1 202625,948$819.7K<0.1%+153+0.6%AddedHolders
Q4 202525,795$842.5K<0.1%+155+0.6%AddedHolders
Q3 202525,640$871.7K<0.1%00.0%UnchangedHolders
Q2 202525,640$811.8K<0.1%−1,318−4.9%ReducedHolders
Q1 202526,958$826.8K<0.1%+10.0%AddedHolders
Q4 202426,957$854.3K<0.1%+1,097+4.2%AddedHolders
Q3 202425,860$854.4K<0.1%+11,067+74.8%AddedHolders
Q2 202414,793$458.1K<0.1%−19−0.1%ReducedHolders
Q1 202414,812$456.2K<0.1%+1,897+14.7%AddedHolders
Q4 202312,915$372.3K<0.1%00.0%UnchangedHolders
Q3 202312,915$343.4K<0.1%−1,865−12.6%ReducedHolders
Q2 202314,780$405.3K<0.1%+1,787+13.8%AddedHolders
Q1 202312,993$345.0K<0.1%−788−5.7%ReducedHolders
Q4 202213,781$353.2K<0.1%00.0%UnchangedHolders
Q3 202213,781$352.0K<0.1%−1,545−10.1%ReducedHolders
Q2 202215,326$401.0K<0.1%−3,444−18.3%ReducedHolders
Q1 202218,770$579.0K<0.1%+1,388+8.0%AddedHolders
Q4 202117,382$577.0K<0.1%−18,046−50.9%ReducedHolders
Q3 202135,428$1.18M<0.1%+33+0.1%AddedHolders
Q2 202135,395$1.21M<0.1%+2,145+6.5%AddedHolders
Q1 202133,250$1.08M<0.1%––Holders

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