Mercantile Bank shares owned by Creative Planning
Quarter-by-quarter ownership of Mercantile Bank (MBWM) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Mercantile Bank
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Quarterly reported holdings in Mercantile Bank by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 24k | 45.00 |
| 2025-06-30 | $973k | 21k | 46.42 |
| 2025-03-31 | $1.0M | 23k | 43.44 |
| 2024-12-31 | $930k | 21k | 44.46 |
| 2024-09-30 | $827k | 19k | 43.72 |
| 2024-06-30 | $591k | 15k | 40.57 |
| 2024-03-31 | $459k | 12k | 38.49 |
| 2023-12-31 | $372k | 9.2k | 40.38 |
| 2023-09-30 | $470k | 15k | 30.91 |
| 2023-06-30 | $275k | 10k | 27.62 |
| 2023-03-31 | $326k | 11k | 30.58 |
| 2022-12-31 | $329k | 9.8k | 33.48 |
| 2022-09-30 | $292k | 9.8k | 29.75 |
| 2017-06-30 | $10k | 320 | 31.25 |
| 2017-03-31 | $11k | 320 | 34.38 |
| 2016-09-30 | $4.0k | 164 | 24.39 |
| 2016-06-30 | $4.0k | 164 | 24.39 |