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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WKHS holding history

Workhorse Group 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.

WKHS overviewAll 13F holders of WKHSFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2021
Holdings of WKHS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−69,297−100.0%Sold outHolders
Q3 202369,297$28.7K<0.1%+1,088+1.6%AddedHolders
Q2 202368,209$59.5K<0.1%+58,099+574.7%AddedHolders
Q1 202310,110$13.4K<0.1%−40,565−80.0%ReducedHolders
Q4 202250,675$77.0K<0.1%+24,899+96.6%AddedHolders
Q3 202225,776$74.0K<0.1%+3,875+17.7%AddedHolders
Q2 202221,901$57.0K<0.1%+8,250+60.4%AddedHolders
Q1 202213,651$68.0K<0.1%+1,405+11.5%AddedHolders
Q4 202112,246$53.0K<0.1%−1,573−11.4%ReducedHolders
Q3 202113,819$106.0K<0.1%−344−2.4%ReducedHolders
Q2 202114,163$235.0K<0.1%−11,896−45.7%ReducedHolders
Q1 202126,059$359.0K<0.1%––Holders

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