Triumph shares owned by Creative Planning
Historical chart of Creative Planning investment in Triumph
Tip: Access up to 7 years of quarterly data
All positions including Triumph held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Triumph by Creative Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $217k | 17k | 12.89 |
2024-06-30 | $253k | 16k | 15.41 |
2017-06-30 | $79k | 2.5k | 31.45 |
2017-03-31 | $70k | 2.7k | 25.78 |
2016-12-31 | $93k | 3.5k | 26.49 |
2016-09-30 | $92k | 3.3k | 27.81 |
2016-06-30 | $125k | 3.5k | 35.60 |
2016-03-31 | $158k | 5.0k | 31.53 |
2015-12-31 | $195k | 4.9k | 39.71 |
2015-09-30 | $184k | 4.4k | 42.15 |
2013-09-30 | $4.0k | 60 | 66.67 |
2013-06-30 | $5.0k | 60 | 83.33 |
2012-12-31 | $4.0k | 60 | 66.67 |
2012-09-30 | $9.0k | 148 | 60.81 |