Toast shares owned by Creative Planning
Historical chart of Creative Planning investment in Toast
Tip: Access up to 7 years of quarterly data
All positions including Toast held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Toast by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 452k | 36.51 |
| 2025-06-30 | $2.9M | 65k | 44.29 |
| 2025-03-31 | $1.2M | 35k | 33.17 |
| 2024-12-31 | $1.1M | 29k | 36.44 |
| 2024-09-30 | $720k | 25k | 28.31 |
| 2024-06-30 | $1.1M | 43k | 25.77 |
| 2024-03-31 | $1.3M | 52k | 24.92 |
| 2023-12-31 | $1.2M | 63k | 18.26 |
| 2023-09-30 | $1.2M | 64k | 18.73 |
| 2023-06-30 | $3.8M | 170k | 22.57 |
| 2023-03-31 | $2.9M | 164k | 17.75 |
| 2022-12-31 | $2.9M | 161k | 18.03 |
| 2022-09-30 | $2.9M | 171k | 16.72 |
| 2022-06-30 | $2.1M | 160k | 12.94 |
| 2022-03-31 | $990k | 46k | 21.73 |