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Creative Planning TFSL Position History
TFS Financial Corporation
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $16K |
| Q2 2026 | $1.8M |
| Q3 2026 | $15K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 108.3K | — | — |
| Q3 2026 | $15K | 931 | — | — |
| Q2 2026 | $1.8M | 103.1K | — | — |
| Q2 2026 | $16K | 931 | — | — |
| Q1 2026 | $1.3M | 93.0K | — | — |
| Q4 2025 | $1.4M | 101.0K | — | — |
| Q3 2025 | $1.3M | 98.1K | — | — |
| Q3 2025 | $10K | 795 | — | — |