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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

W holding history

Wayfair 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.

W overviewAll 13F holders of WFull Q2 2026 holdings

Shares (Q2 2026)
41,381
Value
$3.82M
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of W by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,381$3.82M<0.1%+16,676+67.5%AddedHolders
Q1 202624,705$1.86M<0.1%−7,994−24.4%ReducedHolders
Q4 202532,699$3.28M<0.1%+6,249+23.6%AddedHolders
Q3 202526,450$2.36M<0.1%+8,526+47.6%AddedHolders
Q2 202517,924$916.6K<0.1%+1,863+11.6%AddedHolders
Q1 202516,061$514.4K<0.1%+3,344+26.3%AddedHolders
Q4 202412,717$563.6K<0.1%−544−4.1%ReducedHolders
Q3 202413,261$745.0K<0.1%+272+2.1%AddedHolders
Q2 202412,989$684.9K<0.1%+176+1.4%AddedHolders
Q1 202412,813$869.7K<0.1%+102+0.8%AddedHolders
Q4 202312,711$784.3K<0.1%−320−2.5%ReducedHolders
Q3 202313,031$789.3K<0.1%+132+1.0%AddedHolders
Q2 202312,899$838.6K<0.1%−56−0.4%ReducedHolders
Q1 202312,955$444.9K<0.1%−463−3.5%ReducedHolders
Q4 202213,418$441.3K<0.1%+13,418NewHolders
Q3 20220$00.0%−10,911−100.0%Sold outHolders
Q2 202210,911$475.0K<0.1%+10,911NewHolders
Q4 20210$00.0%−821−100.0%Sold outHolders
Q3 2021821$210.0K<0.1%−306−27.2%ReducedHolders
Q2 20211,127$356.0K<0.1%+429+61.5%AddedHolders
Q1 2021698$220.0K<0.1%––Holders

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