Apogee Enterprises shares owned by Creative Planning
Quarter-by-quarter ownership of Apogee Enterprises (APOG) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Apogee Enterprises
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Quarterly reported holdings in Apogee Enterprises by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $841k | 19k | 43.57 |
| 2025-06-30 | $641k | 16k | 40.60 |
| 2025-03-31 | $684k | 15k | 46.33 |
| 2024-12-31 | $671k | 9.4k | 71.38 |
| 2024-09-30 | $516k | 7.4k | 70.02 |
| 2024-06-30 | $471k | 7.5k | 62.84 |
| 2024-03-31 | $410k | 6.9k | 59.20 |
| 2023-12-31 | $361k | 6.8k | 53.41 |
| 2023-09-30 | $315k | 6.7k | 47.08 |
| 2023-06-30 | $354k | 7.5k | 47.47 |
| 2023-03-31 | $262k | 6.1k | 43.25 |
| 2022-12-31 | $269k | 6.0k | 44.46 |
| 2022-09-30 | $228k | 6.0k | 38.17 |
| 2022-06-30 | $344k | 8.8k | 39.24 |
| 2022-03-31 | $414k | 8.7k | 47.50 |
| 2021-12-31 | $459k | 9.5k | 48.12 |
| 2021-06-30 | $220k | 5.4k | 40.82 |
| 2021-03-31 | $219k | 5.4k | 40.84 |
| 2017-12-31 | $200k | 4.4k | 45.66 |
| 2017-09-30 | $205k | 4.2k | 48.36 |
| 2017-06-30 | $240k | 4.2k | 56.76 |
| 2017-03-31 | $251k | 4.2k | 59.52 |
| 2016-12-31 | $283k | 5.3k | 53.47 |
| 2016-09-30 | $235k | 5.3k | 44.64 |
| 2016-06-30 | $194k | 4.2k | 46.36 |
| 2016-03-31 | $185k | 4.2k | 43.81 |
| 2015-12-31 | $181k | 4.2k | 43.52 |
| 2015-09-30 | $185k | 4.2k | 44.58 |
| 2015-03-31 | $179k | 4.1k | 43.31 |
| 2014-12-31 | $180k | 4.2k | 42.44 |
| 2014-09-30 | $186k | 4.7k | 39.75 |
| 2014-06-30 | $162k | 4.6k | 34.85 |
| 2014-03-31 | $159k | 4.8k | 33.26 |
| 2012-09-30 | $20k | 1.0k | 20.00 |
| 2012-06-30 | $16k | 1.0k | 16.00 |