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
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Quarterly reported holdings in Simply Good Foods by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 49k | 24.82 |
| 2025-06-30 | $674k | 21k | 31.59 |
| 2025-03-31 | $609k | 18k | 34.49 |
| 2024-12-31 | $1.1M | 29k | 38.98 |
| 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 |