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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

URG holding history

Ur-Energy 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.

URG overviewAll 13F holders of URGFull Q2 2026 holdings

Shares (Q2 2026)
105,207
Value
$143.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of URG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026105,207$143.1K<0.1%+58,944+127.4%AddedHolders
Q1 202646,263$68.9K<0.1%−2,066−4.3%ReducedHolders
Q4 202548,329$67.2K<0.1%−18,257−27.4%ReducedHolders
Q3 202566,586$119.2K<0.1%+21,954+49.2%AddedHolders
Q2 202544,632$46.9K<0.1%+44,632NewHolders
Q1 20250$00.0%−136,571−100.0%Sold outHolders
Q4 2024136,571$157.1K<0.1%+103,868+317.6%AddedHolders
Q3 202432,703$38.9K<0.1%+1,731+5.6%AddedHolders
Q2 202430,972$43.4K<0.1%−10,628−25.5%ReducedHolders
Q1 202441,600$66.6K<0.1%+6,993+20.2%AddedHolders
Q4 202334,607$53.3K<0.1%+18,379+113.3%AddedHolders
Q3 202316,228$25.0K<0.1%+5,189+47.0%AddedHolders
Q2 202311,039$11.6K<0.1%+11,039NewHolders
Q1 20230$00.0%−24,035−100.0%Sold outHolders
Q4 202224,035$27.6K<0.1%−100−0.4%ReducedHolders
Q3 202224,135$26.0K<0.1%00.0%UnchangedHolders
Q2 202224,135$26.0K<0.1%+100+0.4%AddedHolders
Q1 202224,035$38.0K<0.1%00.0%UnchangedHolders
Q4 202124,035$29.0K<0.1%−10.0%ReducedHolders
Q3 202124,036$41.0K<0.1%−2,000−7.7%ReducedHolders
Q2 202126,036$36.0K<0.1%−8,660−25.0%ReducedHolders
Q1 202134,696$38.0K<0.1%––Holders

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