SurModics shares owned by Creative Planning
Historical chart of Creative Planning investment in SurModics
Tip: Access up to 7 years of quarterly data
All positions including SurModics held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SurModics by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 19k | 29.89 |
| 2025-06-30 | $319k | 11k | 29.71 |
| 2017-06-30 | $14k | 500 | 28.00 |
| 2017-03-31 | $12k | 500 | 24.00 |
| 2016-12-31 | $13k | 500 | 26.00 |
| 2016-09-30 | $15k | 500 | 30.00 |
| 2016-06-30 | $12k | 500 | 24.00 |
| 2016-03-31 | $9.0k | 500 | 18.00 |
| 2015-12-31 | $10k | 500 | 20.00 |
| 2015-09-30 | $11k | 500 | 22.00 |
| 2013-09-30 | $0 | 10 | 0.00 |