Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

U holding history

Unity Software Inc. 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.

U overviewAll 13F holders of UFull Q2 2026 holdings

Shares (Q2 2026)
221,798
Value
$6.34M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of U by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026221,798$6.34M<0.1%+97,209+78.0%AddedHolders
Q1 2026124,589$2.73M<0.1%+407+0.3%AddedHolders
Q4 2025124,182$5.49M<0.1%+6,739+5.7%AddedHolders
Q3 2025117,443$4.70M<0.1%−1,948−1.6%ReducedHolders
Q2 2025119,391$2.89M<0.1%−2,993−2.4%ReducedHolders
Q1 2025122,384$2.40M<0.1%+3,563+3.0%AddedHolders
Q4 2024118,821$2.67M<0.1%−34,921−22.7%ReducedHolders
Q3 2024153,742$3.48M<0.1%+18,547+13.7%AddedHolders
Q2 2024135,195$2.20M<0.1%+71,325+111.7%AddedHolders
Q1 202463,870$1.71M<0.1%+4,748+8.0%AddedHolders
Q4 202359,122$2.42M<0.1%−40,804−40.8%ReducedHolders
Q3 202399,926$3.14M<0.1%+4,803+5.0%AddedHolders
Q2 202395,123$4.13M<0.1%+10,255+12.1%AddedHolders
Q1 202384,868$2.75M<0.1%−7,065−7.7%ReducedHolders
Q4 202291,933$2.63M<0.1%+1,636+1.8%AddedHolders
Q3 202290,297$2.88M<0.1%+7,965+9.7%AddedHolders
Q2 202282,332$3.03M<0.1%+50,402+157.9%AddedHolders
Q1 202231,930$3.17M<0.1%−2,510−7.3%ReducedHolders
Q4 202134,440$4.92M<0.1%+16,267+89.5%AddedHolders
Q3 202118,173$2.29M<0.1%+12,282+208.5%AddedHolders
Q2 20215,891$647.0K<0.1%−1,366−18.8%ReducedHolders
Q1 20217,257$728.0K<0.1%––Holders

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