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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WBS holding history

Webster Financial Corp 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.

WBS overviewAll 13F holders of WBSFull Q2 2026 holdings

Shares (Q2 2026)
188,998
Value
$14.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WBS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026188,998$14.4M<0.1%+17,762+10.4%AddedHolders
Q1 2026171,236$11.9M<0.1%+66,230+63.1%AddedHolders
Q4 2025105,006$6.61M<0.1%+26,370+33.5%AddedHolders
Q3 202578,636$4.67M<0.1%+14,618+22.8%AddedHolders
Q2 202564,018$3.50M<0.1%+6,551+11.4%AddedHolders
Q1 202557,467$2.96M<0.1%+4,364+8.2%AddedHolders
Q4 202453,103$2.93M<0.1%+13,160+32.9%AddedHolders
Q3 202439,943$1.86M<0.1%+2,815+7.6%AddedHolders
Q2 202437,128$1.62M<0.1%+2,149+6.1%AddedHolders
Q1 202434,979$1.78M<0.1%+1,859+5.6%AddedHolders
Q4 202333,120$1.68M<0.1%+3,429+11.5%AddedHolders
Q3 202329,691$1.20M<0.1%+3,119+11.7%AddedHolders
Q2 202326,572$1.00M<0.1%+4,033+17.9%AddedHolders
Q1 202322,539$888.5K<0.1%−1,280−5.4%ReducedHolders
Q4 202223,819$1.13M<0.1%+5,641+31.0%AddedHolders
Q3 202218,178$822.0K<0.1%+2,316+14.6%AddedHolders
Q2 202215,862$669.0K<0.1%−10,079−38.9%ReducedHolders
Q1 202225,941$1.46M<0.1%+20,240+355.0%AddedHolders
Q4 20215,701$318.0K<0.1%−413−6.8%ReducedHolders
Q3 20216,114$333.0K<0.1%+435+7.7%AddedHolders
Q2 20215,679$303.0K<0.1%−4,128−42.1%ReducedHolders
Q1 20219,807$540.0K<0.1%––Holders

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