Cardlytics shares owned by Creative Planning
Quarter-by-quarter ownership of Cardlytics (CDLX) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Cardlytics
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Quarterly reported holdings in Cardlytics by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45k | 19k | 2.43 |
| 2025-06-30 | $31k | 19k | 1.65 |
| 2025-03-31 | $34k | 19k | 1.82 |
| 2024-12-31 | $77k | 21k | 3.71 |
| 2024-09-30 | $95k | 30k | 3.20 |
| 2024-06-30 | $179k | 22k | 8.21 |
| 2024-03-31 | $263k | 18k | 14.49 |
| 2023-12-31 | $167k | 18k | 9.21 |
| 2023-09-30 | $298k | 18k | 16.50 |
| 2023-06-30 | $112k | 18k | 6.32 |
| 2023-03-31 | $60k | 18k | 3.40 |