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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UBS holding history

UBS Group AG 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.

UBS overviewAll 13F holders of UBSFull Q2 2026 holdings

Shares (Q2 2026)
456,481
Value
$22.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026456,481$22.6M<0.1%+76,545+20.1%AddedHolders
Q1 2026379,936$14.8M<0.1%+22,869+6.4%AddedHolders
Q4 2025357,067$16.5M<0.1%+33,700+10.4%AddedHolders
Q3 2025323,367$13.3M<0.1%+64,257+24.8%AddedHolders
Q2 2025259,110$8.76M<0.1%−39,316−13.2%ReducedHolders
Q1 2025298,426$9.14M<0.1%+31,874+12.0%AddedHolders
Q4 2024266,552$8.08M<0.1%+32,542+13.9%AddedHolders
Q3 2024234,010$7.23M<0.1%+24,338+11.6%AddedHolders
Q2 2024209,672$6.19M<0.1%+19,134+10.0%AddedHolders
Q1 2024190,538$5.85M<0.1%+20,499+12.1%AddedHolders
Q4 2023170,039$5.25M<0.1%+6,044+3.7%AddedHolders
Q3 2023163,995$4.04M<0.1%+19,639+13.6%AddedHolders
Q2 2023144,356$2.93M<0.1%+34,807+31.8%AddedHolders
Q1 2023109,549$2.34M<0.1%+9,420+9.4%AddedHolders
Q4 2022100,129$1.87M<0.1%+35,360+54.6%AddedHolders
Q3 202264,769$940.0K<0.1%+25,151+63.5%AddedHolders
Q2 202239,618$643.0K<0.1%+298+0.8%AddedHolders
Q1 202239,320$769.0K<0.1%+4,481+12.9%AddedHolders
Q4 202134,839$623.0K<0.1%+6,384+22.4%AddedHolders
Q3 202128,455$454.0K<0.1%+9,906+53.4%AddedHolders
Q2 202118,549$285.0K<0.1%−5,172−21.8%ReducedHolders
Q1 202123,721$368.0K<0.1%––Holders

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