Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
LBAI holding history
Lakeland 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.
LBAI overviewAll 13F holders of LBAIFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −61,274−100.0% | Sold out | Holders |
| Q1 2024 | 61,274 | $741.4K | <0.1% | +17,442+39.8% | Added | Holders |
| Q4 2023 | 43,832 | $648.3K | <0.1% | +17,656+67.5% | Added | Holders |
| Q3 2023 | 26,176 | $330.3K | <0.1% | +12,580+92.5% | Added | Holders |
| Q2 2023 | 13,596 | $182.1K | <0.1% | +13,596 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −10,533−100.0% | Sold out | Holders |
| Q4 2022 | 10,533 | $185.5K | <0.1% | −1,515−12.6% | Reduced | Holders |
| Q3 2022 | 12,048 | $193.0K | <0.1% | +12,048 | New | Holders |