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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UBSI holding history

United Bankshares 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.

UBSI overviewAll 13F holders of UBSIFull Q2 2026 holdings

Shares (Q2 2026)
67,185
Value
$3.08M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UBSI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,185$3.08M<0.1%+1,741+2.7%AddedHolders
Q1 202665,444$2.71M<0.1%+7,809+13.5%AddedHolders
Q4 202557,635$2.21M<0.1%+3,381+6.2%AddedHolders
Q3 202554,254$2.02M<0.1%+1,909+3.6%AddedHolders
Q2 202552,345$1.91M<0.1%+112+0.2%AddedHolders
Q1 202552,233$1.81M<0.1%−196−0.4%ReducedHolders
Q4 202452,429$1.97M<0.1%+810+1.6%AddedHolders
Q3 202451,619$1.92M<0.1%+160+0.3%AddedHolders
Q2 202451,459$1.67M<0.1%−404−0.8%ReducedHolders
Q1 202451,863$1.86M<0.1%−25,994−33.4%ReducedHolders
Q4 202377,857$2.92M<0.1%+1,275+1.7%AddedHolders
Q3 202376,582$2.11M<0.1%+2,287+3.1%AddedHolders
Q2 202374,295$2.20M<0.1%−3,725−4.8%ReducedHolders
Q1 202378,020$2.75M<0.1%+323+0.4%AddedHolders
Q4 202277,697$3.15M<0.1%+2,759+3.7%AddedHolders
Q3 202274,938$2.68M<0.1%+237+0.3%AddedHolders
Q2 202274,701$2.62M<0.1%+6,048+8.8%AddedHolders
Q1 202268,653$2.40M<0.1%+3,163+4.8%AddedHolders
Q4 202165,490$2.38M<0.1%−41,039−38.5%ReducedHolders
Q3 2021106,529$3.88M<0.1%−40,062−27.3%ReducedHolders
Q2 2021146,591$5.35M<0.1%+52,942+56.5%AddedHolders
Q1 202193,649$3.61M<0.1%––Holders

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