Insperity shares owned by Creative Planning
Historical chart of Creative Planning investment in Insperity
Tip: Access up to 7 years of quarterly data
All positions including Insperity 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 Insperity by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 27k | 49.20 |
| 2025-06-30 | $457k | 7.6k | 60.12 |
| 2025-03-31 | $2.2M | 25k | 89.23 |
| 2024-12-31 | $1.3M | 17k | 77.51 |
| 2024-09-30 | $361k | 4.1k | 88.00 |
| 2024-06-30 | $327k | 3.6k | 91.20 |
| 2024-03-31 | $447k | 4.1k | 109.61 |
| 2023-12-31 | $423k | 3.6k | 117.22 |
| 2023-09-30 | $211k | 2.2k | 97.60 |
| 2023-03-31 | $5.2k | 43 | 121.56 |
| 2017-06-30 | $41k | 580 | 70.69 |
| 2017-03-31 | $55k | 618 | 89.00 |
| 2016-12-31 | $23k | 327 | 70.34 |
| 2016-09-30 | $27k | 370 | 72.97 |
| 2016-06-30 | $4.0k | 58 | 68.97 |
| 2014-09-30 | $3.0k | 127 | 23.62 |
| 2014-06-30 | $4.0k | 126 | 31.75 |