Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

FWRG holding history

First Watch Restaurant Group, 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.

FWRG overview All 13F holders of FWRG Full Q2 2026 holdings

Shares (Q2 2026): 72,486
Value: $934.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of FWRG by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	72,486	$934.3K	<0.1%	+35,494+96.0%	Added	Holders
Q1 2026	36,992	$387.7K	<0.1%	+36,992	New	Holders
Q2 2025	0	$0	0.0%	−11,230−100.0%	Sold out	Holders
Q1 2025	11,230	$187.0K	<0.1%	+11,230	New	Holders