Ownership history in Creative Planning · 6 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in SUMMIT ST BK SANTA ROSA CALI (SSBI). 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 | UNCHANGED | 13,750 | — | 0% | 0.00% | $160K | $11.63 |
| 2025 Q3 | UNCHANGED | 13,750 | — | 0% | 0.00% | $164K | $11.91 |
| 2025 Q2 | UNCHANGED | 13,750 | — | 0% | 0.00% | $149K | $10.84 |
| 2025 Q1 | UNCHANGED | 13,750 | — | 0% | 0.00% | $127K | $9.23 |
As of 2025 Q4 — sorted by position size