Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
PFIS holding history
Peoples Financial Services Corp. 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.
PFIS overviewAll 13F holders of PFISFull Q2 2026 holdings
- Shares (Q2 2026)
- 3,508
- Value
- $232.8K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 3,508 | $232.8K | <0.1% | +3,508 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −20−100.0% | Sold out | Holders |
| Q4 2024 | 20 | $1.02K | <0.1% | +20 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −6,307−100.0% | Sold out | Holders |
| Q3 2023 | 6,307 | $252.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 6,307 | $276.2K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 6,307 | $273.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2022 | 6,307 | $327.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 6,307 | $295.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 6,307 | $352.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 6,307 | $318.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 6,307 | $332.0K | <0.1% | +6,307 | New | Holders |