Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WAL holding history

Western Alliance Bancorporation 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.

WAL overviewAll 13F holders of WALFull Q2 2026 holdings

Shares (Q2 2026)
95,655
Value
$7.86M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WAL by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202695,655$7.86M<0.1%+64,654+208.6%AddedHolders
Q1 202631,001$2.20M<0.1%+12,211+65.0%AddedHolders
Q4 202518,790$1.58M<0.1%+7,884+72.3%AddedHolders
Q3 202510,906$945.7K<0.1%+2,176+24.9%AddedHolders
Q2 20258,730$680.8K<0.1%+1,455+20.0%AddedHolders
Q1 20257,275$558.9K<0.1%−214−2.9%ReducedHolders
Q4 20247,489$625.6K<0.1%+646+9.4%AddedHolders
Q3 20246,843$591.8K<0.1%+1,087+18.9%AddedHolders
Q2 20245,756$361.6K<0.1%+330+6.1%AddedHolders
Q1 20245,426$348.3K<0.1%+31+0.6%AddedHolders
Q4 20235,395$354.9K<0.1%−887−14.1%ReducedHolders
Q3 20236,282$288.8K<0.1%−27,428−81.4%ReducedHolders
Q2 202333,710$1.23M<0.1%−4,389−11.5%ReducedHolders
Q1 202338,099$1.35M<0.1%+1,773+4.9%AddedHolders
Q4 202236,326$2.16M<0.1%+2,128+6.2%AddedHolders
Q3 202234,198$2.25M<0.1%−104−0.3%ReducedHolders
Q2 202234,302$2.42M<0.1%+528+1.6%AddedHolders
Q1 202233,774$2.80M<0.1%+274+0.8%AddedHolders
Q4 202133,500$3.61M<0.1%+598+1.8%AddedHolders
Q3 202132,902$3.58M<0.1%−80.0%ReducedHolders
Q2 202132,910$3.06M<0.1%−1,991−5.7%ReducedHolders
Q1 202134,901$3.30M<0.1%––Holders

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