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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WY holding history

Weyerhaeuser Co 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.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
133,798
Value
$3.20M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WY by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026133,798$3.20M<0.1%+26,609+24.8%AddedHolders
Q1 2026107,189$2.62M<0.1%−8,389−7.3%ReducedHolders
Q4 2025115,578$2.74M<0.1%+57,400+98.7%AddedHolders
Q3 202558,178$1.44M<0.1%+4,106+7.6%AddedHolders
Q2 202554,072$1.39M<0.1%−13,349−19.8%ReducedHolders
Q1 202567,421$1.97M<0.1%+4,447+7.1%AddedHolders
Q4 202462,974$1.77M<0.1%−11,125−15.0%ReducedHolders
Q3 202474,099$2.51M<0.1%+13,572+22.4%AddedHolders
Q2 202460,527$1.72M<0.1%−2,837−4.5%ReducedHolders
Q1 202463,364$2.28M<0.1%+8,390+15.3%AddedHolders
Q4 202354,974$1.91M<0.1%−1,729−3.0%ReducedHolders
Q3 202356,703$1.74M<0.1%−221−0.4%ReducedHolders
Q2 202356,924$1.91M<0.1%+4,100+7.8%AddedHolders
Q1 202352,824$1.59M<0.1%−2,176−4.0%ReducedHolders
Q4 202255,000$1.70M<0.1%+12,151+28.4%AddedHolders
Q3 202242,849$1.22M<0.1%+488+1.2%AddedHolders
Q2 202242,361$1.40M<0.1%−5,057−10.7%ReducedHolders
Q1 202247,418$1.80M<0.1%−289−0.6%ReducedHolders
Q4 202147,707$1.97M<0.1%+1,132+2.4%AddedHolders
Q3 202146,575$1.66M<0.1%+7,927+20.5%AddedHolders
Q2 202138,648$1.33M<0.1%−18,956−32.9%ReducedHolders
Q1 202157,604$2.05M<0.1%––Holders

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