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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

USA holding history

Liberty All Star Equity Fund 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.

USA overviewAll 13F holders of USAFull Q2 2026 holdings

Shares (Q2 2026)
83,518
Value
$485.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of USA by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683,518$485.2K<0.1%+12,925+18.3%AddedHolders
Q1 202670,593$391.8K<0.1%−4,915−6.5%ReducedHolders
Q4 202575,508$474.2K<0.1%+6,324+9.1%AddedHolders
Q3 202569,184$438.6K<0.1%−11,683−14.4%ReducedHolders
Q2 202580,867$550.7K<0.1%−2,172−2.6%ReducedHolders
Q1 202583,039$543.9K<0.1%+14,363+20.9%AddedHolders
Q4 202468,676$477.3K<0.1%−572−0.8%ReducedHolders
Q3 202469,248$491.7K<0.1%−2,971−4.1%ReducedHolders
Q2 202472,219$491.1K<0.1%+2,940+4.2%AddedHolders
Q1 202469,279$495.3K<0.1%+2,159+3.2%AddedHolders
Q4 202367,120$428.2K<0.1%+17,132+34.3%AddedHolders
Q3 202349,988$295.9K<0.1%+8,294+19.9%AddedHolders
Q2 202341,694$269.8K<0.1%+1,818+4.6%AddedHolders
Q1 202339,876$247.2K<0.1%+13,899+53.5%AddedHolders
Q4 202225,977$148.1K<0.1%−29,864−53.5%ReducedHolders
Q3 202255,841$309.0K<0.1%−6,717−10.7%ReducedHolders
Q2 202262,558$393.0K<0.1%−21,601−25.7%ReducedHolders
Q1 202284,159$680.0K<0.1%+22,892+37.4%AddedHolders
Q4 202161,267$513.0K<0.1%+2,750+4.7%AddedHolders
Q3 202158,517$503.0K<0.1%+3,858+7.1%AddedHolders
Q2 202154,659$494.0K<0.1%+23,399+74.9%AddedHolders
Q1 202131,260$239.0K<0.1%––Holders

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