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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

UL holding history

Unilever PLC 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.

UL overviewAll 13F holders of ULFull Q2 2026 holdings

Shares (Q2 2026)
452,555
Value
$27.2M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of UL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026452,555$27.2M<0.1%+47,447+11.7%AddedHolders
Q1 2026405,108$23.1M<0.1%−10,313−2.5%ReducedHolders
Q4 2025415,421$27.2M<0.1%−54,838−11.7%ReducedHolders
Q3 2025470,259$27.9M<0.1%+7,105+1.5%AddedHolders
Q2 2025463,154$28.3M<0.1%+50,224+12.2%AddedHolders
Q1 2025412,930$24.6M<0.1%+100,237+32.1%AddedHolders
Q4 2024312,693$17.7M<0.1%+17,068+5.8%AddedHolders
Q3 2024295,625$19.2M<0.1%+23,718+8.7%AddedHolders
Q2 2024271,907$15.0M<0.1%+24,235+9.8%AddedHolders
Q1 2024247,672$12.4M<0.1%+12,263+5.2%AddedHolders
Q4 2023235,409$11.4M<0.1%−27,588−10.5%ReducedHolders
Q3 2023262,997$13.0M<0.1%+50,880+24.0%AddedHolders
Q2 2023212,117$11.1M<0.1%−21,492−9.2%ReducedHolders
Q1 2023233,609$12.1M<0.1%−4,064−1.7%ReducedHolders
Q4 2022237,673$12.0M<0.1%+12,215+5.4%AddedHolders
Q3 2022225,458$9.88M<0.1%+3,381+1.5%AddedHolders
Q2 2022222,077$10.2M<0.1%+88,344+66.1%AddedHolders
Q1 2022133,733$6.09M<0.1%+51,105+61.8%AddedHolders
Q4 202182,628$4.45M<0.1%−24,420−22.8%ReducedHolders
Q3 2021107,048$5.80M<0.1%+37,710+54.4%AddedHolders
Q2 202169,338$4.06M<0.1%−1,329−1.9%ReducedHolders
Q1 202170,667$3.94M<0.1%––Holders

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