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Simply Good Foods shares owned by Creative Planning

Quarter-by-quarter ownership of Simply Good Foods (SMPL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Simply Good Foods

Tip: Access up to 7 years of quarterly data

All positions including Simply Good Foods held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simply Good Foods by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $437k 13k 34.76
2024-06-30 $778k 22k 36.13
2024-03-31 $404k 12k 34.03
2023-12-31 $500k 13k 39.60
2023-06-30 $249k 6.8k 36.59
2023-03-31 $264k 6.6k 39.77

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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Simply Good Foods

BlackRock
BlackRock
Vanguard Group
T. Rowe Price Investment Management
Capital World Investors
Champlain Investment Partners
Dimensional Fund Advisors
State Street Corporation
Hanna Zanoni
Btim
Geode Capital Management
Silvercrest Asset Management Group
Woodline Partners
Balyasny Asset Management
Neuberger Berman Group

View all funds holding Simply Good Foods