Creative Planning »

Privia Health Group shares owned by Creative Planning

Quarter-by-quarter ownership of Privia Health Group (PRVA) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Privia Health Group

Tip: Access up to 7 years of quarterly data

All positions including Privia Health Group 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 Privia Health Group by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 78k 24.90
2025-06-30 $1.2M 52k 23.00
2025-03-31 $1.2M 53k 22.45
2024-12-31 $900k 46k 19.55
2024-09-30 $473k 26k 18.21
2024-06-30 $355k 20k 17.38
2024-03-31 $259k 13k 19.59