Peak shares owned by Creative Planning
Historical chart of Creative Planning investment in Peak
Tip: Access up to 7 years of quarterly data
All positions including Peak held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Peak by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.7M | 408k | 16.43 |
| 2025-12-31 | $2.3M | 145k | 16.08 |
| 2025-09-30 | $3.9M | 203k | 19.15 |
| 2025-06-30 | $2.8M | 157k | 17.51 |
| 2025-03-31 | $3.7M | 182k | 20.22 |
| 2024-12-31 | $3.7M | 184k | 20.27 |
| 2024-09-30 | $4.4M | 192k | 22.87 |
| 2024-06-30 | $3.2M | 165k | 19.60 |
| 2024-03-31 | $2.5M | 131k | 18.75 |
| 2023-12-31 | $1.9M | 96k | 19.80 |
| 2023-09-30 | $1.2M | 63k | 18.36 |
| 2023-06-30 | $1.2M | 59k | 20.10 |
| 2023-03-31 | $944k | 43k | 21.97 |
| 2022-12-31 | $1.2M | 47k | 25.07 |
| 2022-09-30 | $1.1M | 49k | 22.92 |
| 2022-06-30 | $1.2M | 47k | 25.91 |
| 2022-03-31 | $1.6M | 47k | 34.32 |
| 2021-12-31 | $1.8M | 51k | 36.09 |
| 2021-09-30 | $1.6M | 49k | 33.48 |
| 2021-06-30 | $1.5M | 45k | 33.29 |
| 2021-03-31 | $1.3M | 40k | 31.74 |
| 2020-12-31 | $1.3M | 43k | 30.23 |
| 2020-09-30 | $1.2M | 45k | 27.16 |
| 2020-06-30 | $1.3M | 46k | 27.56 |
| 2020-03-31 | $1.0M | 44k | 23.85 |
| 2019-12-31 | $1.6M | 46k | 34.46 |