Columbia Finl shares owned by Creative Planning
Quarter-by-quarter ownership of Columbia Finl (CLBK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Columbia Finl
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All positions including Columbia Finl held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Columbia Finl by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 185k | 15.01 |
| 2025-06-30 | $1.8M | 122k | 14.51 |
| 2025-03-31 | $786k | 52k | 15.00 |
| 2024-12-31 | $493k | 31k | 15.81 |
| 2024-09-30 | $473k | 28k | 17.07 |
| 2024-06-30 | $261k | 17k | 14.97 |