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Unity Ban shares owned by Creative Planning

Quarter-by-quarter ownership of Unity Ban (UNTY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Unity Ban

Tip: Access up to 7 years of quarterly data

All positions including Unity Ban held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unity Ban by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 5.0k 48.87
2024-12-31 $4.2k 97 43.61
2015-12-31 $4.0k 359 11.14

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View all positions for Creative Planning

Top funds holding Unity Ban

BlackRock
Dimensional Fund Advisors
Banc Funds Company
Vanguard Group
Alliancebernstein
Wellington Management Company
American Century Companies
Geode Capital Management
Royce & Associates
Sandler O'Neill Asset Management
Pacific Ridge Capital Partners
State Street Corporation
Acadian Asset Management
Morgan Stanley
Bridgeway Capital Management

View all funds holding Unity Ban