First Fndtn shares owned by Creative Planning
Quarter-by-quarter ownership of First Fndtn (FFWM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in First Fndtn
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All positions including First Fndtn held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in First Fndtn by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $779k | 140k | 5.57 |
| 2025-06-30 | $402k | 79k | 5.10 |
| 2025-03-31 | $156k | 30k | 5.19 |
| 2024-12-31 | $128k | 21k | 6.21 |
| 2024-09-30 | $103k | 17k | 6.24 |
| 2024-06-30 | $79k | 12k | 6.55 |
| 2020-03-31 | $146k | 14k | 10.20 |
| 2019-12-31 | $249k | 14k | 17.40 |
| 2019-09-30 | $295k | 19k | 15.28 |
| 2019-06-30 | $192k | 14k | 13.42 |
| 2019-03-31 | $194k | 14k | 13.56 |
| 2018-12-31 | $184k | 14k | 12.86 |
| 2018-09-30 | $302k | 19k | 15.64 |
| 2018-06-30 | $358k | 19k | 18.54 |
| 2017-12-31 | $283k | 15k | 18.52 |