Ubiquiti shares owned by Creative Planning
Historical chart of Creative Planning investment in Ubiquiti
Tip: Access up to 7 years of quarterly data
All positions including Ubiquiti held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ubiquiti by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $321k | 2.3k | 139.55 |
| 2023-09-30 | $223k | 1.5k | 145.30 |
| 2023-03-31 | $201k | 740 | 271.69 |
| 2022-12-31 | $211k | 772 | 273.53 |
| 2022-09-30 | $224k | 763 | 293.58 |
| 2021-03-31 | $1.3M | 4.4k | 298.34 |
| 2020-12-31 | $370k | 1.3k | 278.82 |
| 2020-09-30 | $217k | 1.3k | 166.41 |
| 2020-06-30 | $230k | 1.3k | 174.77 |
| 2020-03-31 | $229k | 1.6k | 141.45 |
| 2019-12-31 | $1.9M | 10k | 188.99 |
| 2019-09-30 | $1.2M | 10k | 118.23 |