Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
FMBH holding history
First Mid Bancshares, 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.
FMBH overviewAll 13F holders of FMBHFull Q2 2026 holdings
- Shares (Q2 2026)
- 72,960
- Value
- $3.51M
- % of portfolio
- <0.1%
- Quarters held
- 12
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 72,960 | $3.51M | <0.1% | +5,284+7.8% | Added | Holders |
| Q1 2026 | 67,676 | $2.79M | <0.1% | −4,683−6.5% | Reduced | Holders |
| Q4 2025 | 72,359 | $2.82M | <0.1% | +1,698+2.4% | Added | Holders |
| Q3 2025 | 70,661 | $2.68M | <0.1% | +7,178+11.3% | Added | Holders |
| Q2 2025 | 63,483 | $2.38M | <0.1% | −154,283−70.8% | Reduced | Holders |
| Q1 2025 | 217,766 | $7.60M | <0.1% | +134,507+161.6% | Added | Holders |
| Q4 2024 | 83,259 | $3.07M | <0.1% | −17,254−17.2% | Reduced | Holders |
| Q3 2024 | 100,513 | $3.91M | <0.1% | −5,884−5.5% | Reduced | Holders |
| Q2 2024 | 106,397 | $3.50M | <0.1% | +2,186+2.1% | Added | Holders |
| Q1 2024 | 104,211 | $3.41M | <0.1% | +5,916+6.0% | Added | Holders |
| Q4 2023 | 98,295 | $3.41M | <0.1% | −57,740−37.0% | Reduced | Holders |
| Q3 2023 | 156,035 | $4.14M | <0.1% | +156,035 | New | Holders |