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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
893,823
Value
$306.7M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of V by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026893,823$306.7M0.2%+82,141+10.1%AddedHolders
Q1 2026811,682$245.3M0.2%+45,392+5.9%AddedHolders
Q4 2025766,290$268.7M0.2%+3,297+0.4%AddedHolders
Q3 2025762,993$260.5M0.2%+108,668+16.6%AddedHolders
Q2 2025654,325$232.3M0.2%+17,096+2.7%AddedHolders
Q1 2025637,229$223.3M0.2%+60,288+10.4%AddedHolders
Q4 2024576,941$182.3M0.2%+10,212+1.8%AddedHolders
Q3 2024566,729$155.8M0.2%+13,318+2.4%AddedHolders
Q2 2024553,411$145.3M0.2%+4,563+0.8%AddedHolders
Q1 2024548,848$153.2M0.2%+25,973+5.0%AddedHolders
Q4 2023522,875$136.1M0.3%+3,394+0.7%AddedHolders
Q3 2023519,481$119.5M0.2%+37,446+7.8%AddedHolders
Q2 2023482,035$114.5M0.2%+3,617+0.8%AddedHolders
Q1 2023478,418$107.9M0.2%+3,238+0.7%AddedHolders
Q4 2022475,180$98.7M0.1%+44,936+10.4%AddedHolders
Q3 2022430,244$76.4M0.1%−50,466−10.5%ReducedHolders
Q2 2022480,710$94.6M0.2%+72,379+17.7%AddedHolders
Q1 2022408,331$90.6M0.1%+53,878+15.2%AddedHolders
Q4 2021354,453$76.8M0.1%+1,654+0.5%AddedHolders
Q3 2021352,799$78.6M0.1%+35,903+11.3%AddedHolders
Q2 2021316,896$74.1M0.1%−16,332−4.9%ReducedHolders
Q1 2021333,228$70.6M0.1%––Holders

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