Calumet shares owned by Creative Planning
Historical chart of Creative Planning investment in Calumet
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All positions including Calumet held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Calumet by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $784k | 43k | 18.25 |
| 2025-06-30 | $677k | 43k | 15.76 |
| 2025-03-31 | $545k | 43k | 12.68 |
| 2024-12-31 | $953k | 43k | 22.02 |
| 2024-09-30 | $1.2M | 69k | 17.82 |