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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

WMPN holding history

William Penn Bancorporation 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.

WMPN overviewAll 13F holders of WMPNFull Q2 2026 holdings

Shares (Q4 2021)
0
Sold out in Q4 2021
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2021
Holdings of WMPN by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20210$00.0%−22,273−100.0%Sold outHolders
Q3 202122,273$272.0K<0.1%+22,273NewHolders