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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FSBW holding history

FS 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.

FSBW overviewAll 13F holders of FSBWFull Q2 2026 holdings

Shares (Q2 2026)
11,201
Value
$486.1K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of FSBW by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,201$486.1K<0.1%+48+0.4%AddedHolders
Q1 202611,153$430.4K<0.1%−128−1.1%ReducedHolders
Q4 202511,281$464.4K<0.1%+89+0.8%AddedHolders
Q3 202511,192$446.8K<0.1%+149+1.3%AddedHolders
Q2 202511,043$434.9K<0.1%+8+0.1%AddedHolders
Q1 202511,035$419.4K<0.1%+27+0.2%AddedHolders
Q4 202411,008$452.0K<0.1%00.0%UnchangedHolders
Q3 202411,008$489.7K<0.1%00.0%UnchangedHolders
Q2 202411,008$401.2K<0.1%00.0%UnchangedHolders
Q1 202411,008$382.1K<0.1%00.0%UnchangedHolders
Q4 202311,008$406.9K<0.1%00.0%UnchangedHolders
Q3 202311,008$324.7K<0.1%00.0%UnchangedHolders
Q2 202311,008$331.0K<0.1%00.0%UnchangedHolders
Q1 202311,008$330.4K<0.1%00.0%UnchangedHolders
Q4 202211,008$368.1K<0.1%00.0%UnchangedHolders
Q3 202211,008$300.0K<0.1%00.0%UnchangedHolders
Q2 202211,008$316.0K<0.1%00.0%UnchangedHolders
Q1 202211,008$341.0K<0.1%00.0%UnchangedHolders
Q4 202111,008$370.0K<0.1%00.0%UnchangedHolders
Q3 202111,008$381.0K<0.1%+11,008NewHolders
Q2 20210$00.0%−5,504−100.0%Sold outHolders
Q1 20215,504$370.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.