Carriage Services shares owned by Creative Planning
Quarter-by-quarter ownership of Carriage Services (CSV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Carriage Services
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All positions including Carriage Services held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Carriage Services by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $247k | 5.6k | 44.54 |
| 2025-06-30 | $200k | 4.4k | 45.74 |
| 2017-06-30 | $0 | 8 | 0.00 |
| 2017-03-31 | $0 | 8 | 0.00 |
| 2016-12-31 | $0 | 8 | 0.00 |
| 2014-06-30 | $1.0k | 32 | 31.25 |
| 2012-12-31 | $2.0k | 137 | 14.60 |