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Disclosery

Creative Planning: FMBH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on FMBH, newest first. How the timeline and the estimate are built.

Creative Planning held 72,960 FMBH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,960 shares
    Change vs previous 13F +5,284 shares

    <0.01% of the 13F portfolio, value $3,508,646.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 67,676 shares
    Change vs previous 13F -4,683 shares

    <0.01% of the 13F portfolio, value $2,787,574.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 72,359 shares
    Change vs previous 13F +1,698 shares

    <0.01% of the 13F portfolio, value $2,822,001.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 70,661 shares
    Change vs previous 13F +7,178 shares

    <0.01% of the 13F portfolio, value $2,676,638.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,483 shares
    Change vs previous 13F -154,283 shares

    <0.01% of the 13F portfolio, value $2,379,978.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 217,766 shares
    Change vs previous 13F +134,507 shares

    0.01% of the 13F portfolio, value $7,600,033.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 83,259 shares
    Change vs previous 13F -17,254 shares

    <0.01% of the 13F portfolio, value $3,065,596.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 100,513 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,910,961.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).