Waterstone Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Waterstone Financial (WSBF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Waterstone Financial
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Quarterly reported holdings in Waterstone Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $274k | 13k | 20.74 |
| 2017-06-30 | $84k | 4.5k | 18.77 |
| 2017-03-31 | $84k | 4.6k | 18.32 |
| 2016-12-31 | $84k | 4.6k | 18.32 |
| 2016-09-30 | $78k | 4.6k | 17.01 |
| 2016-06-30 | $71k | 4.7k | 15.23 |
| 2016-03-31 | $49k | 3.6k | 13.75 |
| 2015-12-31 | $28k | 2.0k | 13.95 |
| 2015-09-30 | $27k | 2.0k | 13.45 |
| 2015-03-31 | $26k | 2.0k | 12.95 |
| 2014-12-31 | $26k | 2.0k | 12.95 |
| 2014-09-30 | $23k | 2.0k | 11.46 |
| 2014-06-30 | $23k | 2.0k | 11.46 |