shares owned by Creative Planning
Historical chart of Creative Planning investment in
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All positions including held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 531k | 6.50 |
| 2025-06-30 | $3.2M | 531k | 6.07 |
| 2025-03-31 | $2.6M | 531k | 4.87 |
| 2024-12-31 | $2.8M | 534k | 5.23 |
| 2024-09-30 | $2.5M | 531k | 4.64 |
| 2024-06-30 | $4.4M | 1.4M | 3.15 |
| 2024-03-31 | $2.6M | 531k | 4.81 |
| 2023-12-31 | $2.6M | 531k | 4.85 |
| 2023-09-30 | $1.1M | 531k | 2.11 |
| 2023-06-30 | $934k | 531k | 1.76 |
| 2023-03-31 | $876k | 531k | 1.65 |
| 2022-12-31 | $1.0M | 531k | 1.90 |
| 2022-09-30 | $1.3M | 548k | 2.40 |
| 2022-06-30 | $1.8M | 566k | 3.10 |