Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
FDSB holding history
Fifth District Bancorp, 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.
FDSB overviewAll 13F holders of FDSBFull Q2 2026 holdings
- Shares (Q2 2026)
- 25,000
- Value
- $405.8K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 25,000 | $405.8K | <0.1% | −5,000−16.7% | Reduced | Holders |
| Q1 2026 | 30,000 | $444.6K | <0.1% | −10,000−25.0% | Reduced | Holders |
| Q4 2025 | 40,000 | $600.0K | <0.1% | −9,781−19.6% | Reduced | Holders |
| Q3 2025 | 49,781 | $688.5K | <0.1% | −10,219−17.0% | Reduced | Holders |
| Q2 2025 | 60,000 | $741.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 60,000 | $732.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 60,000 | $757.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 60,000 | $622.2K | <0.1% | +60,000 | New | Holders |