Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
CBAN holding history
Colony Bankcorp 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.
CBAN overviewAll 13F holders of CBANFull Q2 2026 holdings
- Shares (Q2 2026)
- 53,425
- Value
- $1.07M
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 53,425 | $1.07M | <0.1% | +9,133+20.6% | Added | Holders |
| Q1 2026 | 44,292 | $884.5K | <0.1% | +32,713+282.5% | Added | Holders |
| Q4 2025 | 11,579 | $206.3K | <0.1% | +11,579 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −1,081−100.0% | Sold out | Holders |
| Q2 2022 | 1,081 | $16.0K | <0.1% | +1,081 | New | Holders |