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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MNSB holding history

MainStreet 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.

MNSB overviewAll 13F holders of MNSBFull Q2 2026 holdings

Shares (Q2 2026)
22,793
Value
$562.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MNSB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,793$562.8K<0.1%+523+2.3%AddedHolders
Q1 202622,270$494.4K<0.1%+170+0.8%AddedHolders
Q4 202522,100$450.0K<0.1%−69−0.3%ReducedHolders
Q3 202522,169$461.8K<0.1%+1,169+5.6%AddedHolders
Q2 202521,000$396.9K<0.1%00.0%UnchangedHolders
Q1 202521,000$351.1K<0.1%00.0%UnchangedHolders
Q4 202421,000$380.1K<0.1%00.0%UnchangedHolders
Q3 202421,000$387.4K<0.1%00.0%UnchangedHolders
Q2 202421,000$372.3K<0.1%00.0%UnchangedHolders
Q1 202421,000$381.4K<0.1%00.0%UnchangedHolders
Q4 202321,000$521.0K<0.1%00.0%UnchangedHolders
Q3 202321,000$431.3K<0.1%00.0%UnchangedHolders
Q2 202321,000$475.9K<0.1%00.0%UnchangedHolders
Q1 202321,000$493.3K<0.1%00.0%UnchangedHolders
Q4 202221,000$577.3K<0.1%00.0%UnchangedHolders
Q3 202221,000$479.0K<0.1%00.0%UnchangedHolders
Q2 202221,000$478.0K<0.1%00.0%UnchangedHolders
Q1 202221,000$511.0K<0.1%00.0%UnchangedHolders
Q4 202121,000$516.0K<0.1%00.0%UnchangedHolders
Q3 202121,000$504.0K<0.1%00.0%UnchangedHolders
Q2 202121,000$474.0K<0.1%−114,000−84.4%ReducedHolders
Q1 2021135,000$2.80M<0.1%––Holders

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