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Castellum shares owned by Creative Planning

Quarter-by-quarter ownership of Castellum (CTM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Castellum

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All positions including Castellum held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Castellum by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 10k 1.09
2025-06-30 $11k 10k 1.05
2025-03-31 $11k 10k 1.06

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View all positions for Creative Planning

Top funds holding Castellum

Essex Investment Management
Vanguard Group
Geode Capital Management
Meridian Wealth Management
Legato Capital Management
Goldman Sachs Group
Bank of New York Mellon
Jane Street
State Street Corporation
BlackRock
Savvy Advisors
XTX Topco
Northern Trust
Centiva Capital
Bridgeway Capital Management

View all funds holding Castellum