Creative Planning »

Forge Global Holdings shares owned by Creative Planning

Quarter-by-quarter ownership of Forge Global Holdings (FRGE) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Forge Global Holdings

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Forge Global Holdings by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $79k 60k 1.31
2024-06-30 $88k 60k 1.46
2024-03-31 $116k 60k 1.93
2023-12-31 $206k 60k 3.43
2023-09-30 $122k 60k 2.03
2023-06-30 $146k 60k 2.43
2023-03-31 $105k 60k 1.75
2022-12-31 $104k 60k 1.73