Bank of Marin Ban shares owned by Creative Planning
Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Bank of Marin Ban
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All positions including Bank of Marin Ban held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Bank of Marin Ban by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 60k | 24.28 |
| 2025-06-30 | $1.2M | 53k | 22.84 |
| 2025-03-31 | $586k | 27k | 22.07 |
| 2024-12-31 | $544k | 23k | 23.77 |
| 2024-09-30 | $361k | 18k | 20.09 |
| 2023-09-30 | $12k | 632 | 18.28 |
| 2022-03-31 | $22k | 632 | 34.81 |