Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
WSBF holding history
Waterstone Financial, 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.
WSBF overviewAll 13F holders of WSBFFull Q2 2026 holdings
- Shares (Q2 2026)
- 13,201
- Value
- $273.7K
- % of portfolio
- <0.1%
- Quarters held
- 1
- Since Q2 2026