Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

PBHC holding history

Pathfinder 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.

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

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2022

Holdings of PBHC by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−2,000−100.0%	Sold out	Holders
Q3 2023	2,000	$28.1K	<0.1%	+2,000	New	Holders
Q2 2022	0	$0	0.0%	−2,000−100.0%	Sold out	Holders
Q1 2022	2,000	$43.0K	<0.1%	+2,000	New	Holders