Ownership history in Creative Planning · 6 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in FIFTH DIST BANCORP INC (FDSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 40,000 | -9,781 | -19.6% | 0.00% | $600K | $15.00 |
| 2025 Q3 | REDUCED | 49,781 | -10,219 | -17.0% | 0.00% | $688K | $13.83 |
| 2025 Q2 | UNCHANGED | 60,000 | — | 0% | 0.00% | $741K | $12.35 |
| 2025 Q1 | UNCHANGED | 60,000 | — | 0% | 0.00% | $732K | $12.20 |
As of 2025 Q4 — sorted by position size