Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
FBIZ holding history
First Business Financial Services, 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.
FBIZ overviewAll 13F holders of FBIZFull Q2 2026 holdings
- Shares (Q2 2026)
- 23,415
- Value
- $1.48M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 23,415 | $1.48M | <0.1% | +10,029+74.9% | Added | Holders |
| Q1 2026 | 13,386 | $721.9K | <0.1% | −142−1.0% | Reduced | Holders |
| Q4 2025 | 13,528 | $734.6K | <0.1% | +403+3.1% | Added | Holders |
| Q3 2025 | 13,125 | $672.8K | <0.1% | +1,142+9.5% | Added | Holders |
| Q2 2025 | 11,983 | $607.1K | <0.1% | −130−1.1% | Reduced | Holders |
| Q1 2025 | 12,113 | $571.1K | <0.1% | +5,160+74.2% | Added | Holders |
| Q4 2024 | 6,953 | $321.9K | <0.1% | +2,205+46.4% | Added | Holders |
| Q3 2024 | 4,748 | $216.5K | <0.1% | +4,748 | New | Holders |