Back to FCBM
Creative Planning FCBM Position History
First Carolina Financial Services, Inc. • Financial Services
Quarters held
1
Latest value
$231K
Q3 2026
Peak value
$231K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $231K | 18.3K | — | — |