Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
BWFG holding history
Bankwell Financial Group, Inc. 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.
BWFG overviewAll 13F holders of BWFGFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,519
- Value
- $265.5K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q2 2026