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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WTW holding history

Willis Towers Watson PLC 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.

WTW overviewAll 13F holders of WTWFull Q2 2026 holdings

Shares (Q2 2026)
23,969
Value
$6.26M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WTW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202623,969$6.26M<0.1%+4,651+24.1%AddedHolders
Q1 202619,318$5.62M<0.1%+5,232+37.1%AddedHolders
Q4 202514,086$4.63M<0.1%+1,696+13.7%AddedHolders
Q3 202512,390$4.28M<0.1%−12−0.1%ReducedHolders
Q2 202512,402$3.80M<0.1%+94+0.8%AddedHolders
Q1 202512,308$4.16M<0.1%−220−1.8%ReducedHolders
Q4 202412,528$3.92M<0.1%−946−7.0%ReducedHolders
Q3 202413,474$3.97M<0.1%+327+2.5%AddedHolders
Q2 202413,147$3.45M<0.1%+43+0.3%AddedHolders
Q1 202413,104$3.60M<0.1%−1,119−7.9%ReducedHolders
Q4 202314,223$3.43M<0.1%−562−3.8%ReducedHolders
Q3 202314,785$3.09M<0.1%+86+0.6%AddedHolders
Q2 202314,699$3.46M<0.1%+190+1.3%AddedHolders
Q1 202314,509$3.37M<0.1%−199−1.4%ReducedHolders
Q4 202214,708$3.60M<0.1%+215+1.5%AddedHolders
Q3 202214,493$2.91M<0.1%−2,455−14.5%ReducedHolders
Q2 202216,948$3.35M<0.1%+213+1.3%AddedHolders
Q1 202216,735$3.95M<0.1%+232+1.4%AddedHolders
Q4 202116,503$3.92M<0.1%−1,319−7.4%ReducedHolders
Q3 202117,822$4.14M<0.1%−702−3.8%ReducedHolders
Q2 202118,524$4.26M<0.1%−320−1.7%ReducedHolders
Q1 202118,844$4.31M<0.1%––Holders

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