Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
BAFN holding history
BayFirst Financial Corp. 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.
BAFN overviewAll 13F holders of BAFNFull Q2 2026 holdings
- Shares (Q4 2023)
- 0
- Sold out in Q4 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 0 | $0 | 0.0% | −15,568−100.0% | Sold out | Holders |
| Q3 2023 | 15,568 | $174.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 15,568 | $210.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 15,568 | $241.8K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 15,568 | $260.3K | <0.1% | −269−1.7% | Reduced | Holders |
| Q3 2022 | 15,837 | $262.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 15,837 | $276.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 15,837 | $365.0K | <0.1% | +15,837 | New | Holders |