Creative Planning TSBK — TIMBERLAND BANCORP INC

Ownership history in Creative Planning  ·  37 quarters on record

AI Ownership Summary

Creative Planning reported TIMBERLAND BANCORP INC (TSBK) in 37 quarterly 13F filings from 2024 Q2 through 2026 Q3. The latest visible filing shows TSBK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in TIMBERLAND BANCORP INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

TSBK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creative Planning held TSBK — position size vs. price
% of Fund (quarterly)    TSBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 48,325 +10,399 +27.4% 0.00% $2.2M 2026-11-02 $47.77
2026 Q2 ADDED — — — 37,926 +5,482 +16.9% 0.00% $1.7M 2026-08-13 $46.42
2026 Q1 REDUCED 20.1% +14.0% ❌ 32,444 -8,137 -20.1% 0.00% $1.3M 2026-05-12 $39.00
2025 Q4 ADDED — — — 40,581 +15,773 +63.6% 0.00% $1.5M 2026-02-17 $38.56
2025 Q3 ADDED — — — 24,808 +772 +3.2% 0.00% $826K 2025-11-14 $33.00
2025 Q2 ADDED — — — 24,036 +100 +0.4% 0.00% $750K 2025-08-08 $30.09
2025 Q1 ADDED — — — 23,936 +6 +0.0% 0.00% $722K 2025-05-15 $31.03
2024 Q4 ADDED — — — 23,930 +80 +0.3% 0.00% $730K 2025-02-14 $29.11
2024 Q3 UNCHANGED — — — 23,850 — 0% 0.00% $722K 2024-10-11 $28.22
2024 Q2 ADDED — — — 23,850 +10 +0.0% 0.00% $646K 2024-08-15 $27.57
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Creative Planning and TSBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning TSBK?

Creative Planning reported TSBK across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported TSBK position in Creative Planning's portfolio?

The largest reported portfolio weight for TSBK was 0.00% in 2026 Q3.

What is the latest reported TSBK position on this page?

The most recent filing on this page is 2026 Q3, when Creative Planning reported 48,325 shares, equal to 0.00% of portfolio, with an estimated market value of $2.2M.

What does the chart on this TSBK ownership page compare?

The chart compares Creative Planning's quarterly TSBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Creative Planning time their TSBK position?

Based on 13F filing dates vs. subsequent TSBK price moves, Creative Planning correctly timed 11 out of 15 reported position changes (73%). The annualised alpha on TSBK relative to SPY over the holding period was +3.3%.

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