Compass shares owned by Creative Planning
Historical chart of Creative Planning investment in Compass
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All positions including Compass held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Compass by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.8M | 261k | 10.57 |
| 2025-09-30 | $1.2M | 151k | 8.03 |
| 2025-06-30 | $195k | 31k | 6.28 |
| 2025-03-31 | $387k | 44k | 8.73 |
| 2024-12-31 | $138k | 24k | 5.85 |
| 2024-09-30 | $95k | 16k | 6.11 |
| 2024-06-30 | $45k | 12k | 3.60 |
| 2023-09-30 | $13k | 4.6k | 2.90 |