Popular shares owned by Creative Planning
Historical chart of Creative Planning investment in Popular
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Quarterly reported holdings in Popular by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 22k | 127.01 |
| 2025-06-30 | $875k | 7.9k | 110.21 |
| 2025-03-31 | $664k | 7.2k | 92.37 |
| 2024-12-31 | $672k | 7.1k | 94.06 |
| 2024-09-30 | $707k | 7.1k | 100.27 |
| 2024-06-30 | $655k | 7.4k | 88.43 |
| 2024-03-31 | $553k | 6.3k | 88.09 |
| 2023-12-31 | $314k | 3.8k | 82.07 |
| 2023-09-30 | $237k | 3.8k | 63.01 |
| 2023-06-30 | $237k | 3.9k | 60.52 |
| 2023-03-31 | $226k | 3.9k | 57.41 |
| 2022-12-31 | $258k | 3.9k | 66.32 |
| 2021-12-31 | $238k | 2.9k | 82.21 |
| 2021-09-30 | $225k | 2.9k | 77.53 |
| 2021-06-30 | $387k | 5.2k | 75.09 |
| 2021-03-31 | $362k | 5.2k | 70.24 |
| 2020-12-31 | $290k | 5.2k | 56.27 |
| 2019-12-31 | $204k | 3.5k | 58.64 |
| 2017-06-30 | $141k | 3.4k | 41.80 |
| 2017-03-31 | $137k | 3.4k | 40.62 |
| 2016-12-31 | $148k | 3.4k | 43.88 |
| 2016-09-30 | $129k | 3.4k | 38.24 |
| 2016-06-30 | $99k | 3.4k | 29.35 |
| 2016-03-31 | $97k | 3.4k | 28.76 |
| 2015-12-31 | $96k | 3.4k | 28.46 |
| 2015-09-30 | $102k | 3.4k | 30.24 |
| 2015-03-31 | $116k | 3.4k | 34.39 |
| 2014-12-31 | $118k | 3.5k | 34.18 |
| 2014-09-30 | $99k | 3.4k | 29.35 |
| 2014-06-30 | $116k | 3.4k | 34.29 |
| 2014-03-31 | $254k | 8.2k | 31.04 |
| 2013-12-31 | $76k | 2.6k | 28.85 |
| 2013-09-30 | $69k | 2.6k | 26.20 |
| 2013-06-30 | $80k | 2.6k | 30.37 |
| 2012-12-31 | $0 | 11 | 0.00 |
| 2012-09-30 | $0 | 11 | 0.00 |
| 2012-06-30 | $0 | 11 | 0.00 |