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Creative Planning BWFG Position History
Bankwell Financial Group, Inc. • Banking
Quarters held
4
Latest value
$481K
Q3 2026
Peak value
$481K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $235 |
| Q2 2026 | $265K |
| Q3 2026 | $259 |
| Q3 2026 | $481K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $481K | 7.4K | — | — |
| Q3 2026 | $259 | 4 | — | — |
| Q2 2026 | $265K | 4.5K | — | — |
| Q2 2026 | $235 | 4 | — | — |