Position in LI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$170,265
-$244,567 QoQ
Shares Held
14,503
-37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 160 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LI Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $562,053,543 across 14 Auto Manufacturers names. LI ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLA |
Tesla, Inc.
|
1,130,268 | $475,390,720 | |
| 2 | GM |
General Motors Co
|
351,306 | $27,078,666 | |
| 3 | TM |
Toyota Motor Corp/
|
113,469 | $19,110,448 | |
| 4 | F |
Ford Motor Co
|
1,278,307 | $17,768,467 | |
| 5 | RACE |
Ferrari N.V.
|
22,355 | $8,322,542 | |
| 6 | HMC |
Honda Motor Co Ltd
|
277,281 | $7,517,087 | |
| 7 | RIVN |
Rivian Automotive, Inc. / DE
|
183,939 | $3,191,340 | |
| 8 | STLA |
Stellantis N.V.
|
296,119 | $1,699,722 |
All Filings in LI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,265 | 14,503 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $414,832 | 23,266 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $190,513 | 11,253 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $464,152 | 18,317 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $512,107 | 18,890 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $594,493 | 23,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $584,971 | 24,384 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $609,212 | 23,751 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $304,657 | 17,039 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $920,966 | 30,415 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,141,165 | 30,488 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $962,443 | 26,997 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $871,778 | 24,837 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $703,714 | 28,205 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $475,462 | 23,307 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $558,843 | 24,287 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $744,669 | 19,438 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $488,247 | 18,917 | Shares | Sole | 2022-05-16 | |
| 2021-06-30 | $218,375 | 6,250 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $385,475 | 15,419 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $573,630 | 19,897 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||