Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

TCBX holding history

Third Coast 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.

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

Shares (Q2 2026): 33,067
Value: $1.34M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of TCBX by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	33,067	$1.34M	<0.1%	+4,862+17.2%	Added	Holders
Q1 2026	28,205	$1.07M	<0.1%	+18,776+199.1%	Added	Holders
Q4 2025	9,429	$358.4K	<0.1%	−559−5.6%	Reduced	Holders
Q3 2025	9,988	$379.2K	<0.1%	+9,988	New	Holders