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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WK holding history

Workiva 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.

WK overviewAll 13F holders of WKFull Q2 2026 holdings

Shares (Q2 2026)
21,237
Value
$1.03M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,237$1.03M<0.1%−10,768−33.6%ReducedHolders
Q1 202632,005$1.91M<0.1%−438−1.4%ReducedHolders
Q4 202532,443$2.80M<0.1%+9,827+43.5%AddedHolders
Q3 202522,616$1.95M<0.1%+16,714+283.2%AddedHolders
Q2 20255,902$404.0K<0.1%−17,511−74.8%ReducedHolders
Q1 202523,413$1.78M<0.1%+2,609+12.5%AddedHolders
Q4 202420,804$2.28M<0.1%+8,875+74.4%AddedHolders
Q3 202411,929$943.8K<0.1%+5,053+73.5%AddedHolders
Q2 20246,876$501.9K<0.1%+1,144+20.0%AddedHolders
Q1 20245,732$486.1K<0.1%+1,521+36.1%AddedHolders
Q4 20234,211$427.5K<0.1%−418−9.0%ReducedHolders
Q3 20234,629$469.1K<0.1%+1,374+42.2%AddedHolders
Q2 20233,255$330.9K<0.1%+173+5.6%AddedHolders
Q1 20233,082$315.6K<0.1%+201+7.0%AddedHolders
Q4 20222,881$241.9K<0.1%+2,881NewHolders
Q2 20220$00.0%−6,286−100.0%Sold outHolders
Q1 20226,286$742.0K<0.1%−2,435−27.9%ReducedHolders
Q4 20218,721$1.14M<0.1%+547+6.7%AddedHolders
Q3 20218,174$1.15M<0.1%00.0%UnchangedHolders
Q2 20218,174$910.0K<0.1%00.0%UnchangedHolders
Q1 20218,174$721.0K<0.1%––Holders

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