Callan Jmb shares owned by Creative Planning
Quarter-by-quarter ownership of Callan Jmb (CJMB) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Callan Jmb
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Quarterly reported holdings in Callan Jmb by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $228k | 206k | 1.11 |
| 2025-09-30 | $830k | 170k | 4.88 |
| 2025-06-30 | $615k | 120k | 5.13 |
| 2025-03-31 | $539k | 120k | 4.49 |