Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
WASH holding history
Washington Trust 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.
WASH overviewAll 13F holders of WASHFull Q2 2026 holdings
- Shares (Q2 2026)
- 69,124
- Value
- $2.52M
- % of portfolio
- <0.1%
- Quarters held
- 14
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 69,124 | $2.52M | <0.1% | +11,464+19.9% | Added | Holders |
| Q1 2026 | 57,660 | $1.93M | <0.1% | +4,898+9.3% | Added | Holders |
| Q4 2025 | 52,762 | $1.56M | <0.1% | +923+1.8% | Added | Holders |
| Q3 2025 | 51,839 | $1.50M | <0.1% | +7,614+17.2% | Added | Holders |
| Q2 2025 | 44,225 | $1.25M | <0.1% | −21,616−32.8% | Reduced | Holders |
| Q1 2025 | 65,841 | $2.03M | <0.1% | +1,486+2.3% | Added | Holders |
| Q4 2024 | 64,355 | $2.02M | <0.1% | +323+0.5% | Added | Holders |
| Q3 2024 | 64,032 | $2.06M | <0.1% | +13,726+27.3% | Added | Holders |
| Q2 2024 | 50,306 | $1.38M | <0.1% | +9,708+23.9% | Added | Holders |
| Q1 2024 | 40,598 | $1.09M | <0.1% | +9,706+31.4% | Added | Holders |
| Q4 2023 | 30,892 | $1.00M | <0.1% | +14,829+92.3% | Added | Holders |
| Q3 2023 | 16,063 | $422.9K | <0.1% | +4,648+40.7% | Added | Holders |
| Q2 2023 | 11,415 | $306.0K | <0.1% | +2,695+30.9% | Added | Holders |
| Q1 2023 | 8,720 | $302.2K | <0.1% | +8,720 | New | Holders |