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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ZION holding history

Zions Bancorporation, National Association 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.

ZION overviewAll 13F holders of ZIONFull Q2 2026 holdings

Shares (Q2 2026)
25,313
Value
$1.75M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ZION by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,313$1.75M<0.1%+2,240+9.7%AddedHolders
Q1 202623,073$1.33M<0.1%−7,314−24.1%ReducedHolders
Q4 202530,387$1.78M<0.1%+1,457+5.0%AddedHolders
Q3 202528,930$1.64M<0.1%+1,330+4.8%AddedHolders
Q2 202527,600$1.43M<0.1%−7,730−21.9%ReducedHolders
Q1 202535,330$1.76M<0.1%+16,451+87.1%AddedHolders
Q4 202418,879$1.02M<0.1%+163+0.9%AddedHolders
Q3 202418,716$883.7K<0.1%−1,346−6.7%ReducedHolders
Q2 202420,062$870.1K<0.1%+386+2.0%AddedHolders
Q1 202419,676$854.0K<0.1%+425+2.2%AddedHolders
Q4 202319,251$844.5K<0.1%+1,033+5.7%AddedHolders
Q3 202318,218$635.6K<0.1%+23+0.1%AddedHolders
Q2 202318,195$488.7K<0.1%+1,624+9.8%AddedHolders
Q1 202316,571$496.0K<0.1%+1,288+8.4%AddedHolders
Q4 202215,283$751.3K<0.1%+4,133+37.1%AddedHolders
Q3 202211,150$567.0K<0.1%−110−1.0%ReducedHolders
Q2 202211,260$573.0K<0.1%+275+2.5%AddedHolders
Q1 202210,985$720.0K<0.1%+3,045+38.4%AddedHolders
Q4 20217,940$501.0K<0.1%−208−2.6%ReducedHolders
Q3 20218,148$504.0K<0.1%+1,427+21.2%AddedHolders
Q2 20216,721$355.0K<0.1%−10,538−61.1%ReducedHolders
Q1 202117,259$949.0K<0.1%––Holders

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