Smartfinancial shares owned by Creative Planning
Quarter-by-quarter ownership of Smartfinancial (SMBK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Smartfinancial
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Quarterly reported holdings in Smartfinancial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $851k | 24k | 35.73 |
| 2025-06-30 | $740k | 22k | 33.78 |
| 2025-03-31 | $893k | 29k | 31.08 |
| 2024-12-31 | $866k | 28k | 30.98 |
| 2024-09-30 | $394k | 14k | 29.14 |