Donegal shares owned by Creative Planning
Historical chart of Creative Planning investment in Donegal
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All positions including Donegal held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Donegal by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 155k | 19.39 |
| 2025-06-30 | $3.0M | 151k | 20.03 |
| 2025-03-31 | $2.4M | 123k | 19.63 |
| 2024-12-31 | $382k | 25k | 15.47 |
| 2016-06-30 | $16k | 1.0k | 16.00 |
| 2016-03-31 | $14k | 1.0k | 14.00 |
| 2015-12-31 | $14k | 1.0k | 14.00 |
| 2015-09-30 | $14k | 1.0k | 14.00 |
| 2015-03-31 | $16k | 1.0k | 16.00 |
| 2014-12-31 | $16k | 1.0k | 16.00 |
| 2014-09-30 | $15k | 1.0k | 15.00 |
| 2014-06-30 | $15k | 1.0k | 15.00 |
| 2014-03-31 | $15k | 1.0k | 15.00 |
| 2013-12-31 | $16k | 1.0k | 16.00 |