Workiva Inc equity us cm shares owned by Creative Planning
Quarter-by-quarter ownership of Workiva Inc equity us cm (WK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Workiva Inc equity us cm
Tip: Access up to 7 years of quarterly data
All positions including Workiva Inc equity us cm held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Workiva Inc equity us cm by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $944k | 12k | 79.12 |
| 2024-06-30 | $502k | 6.9k | 72.99 |
| 2024-03-31 | $486k | 5.7k | 84.79 |
| 2023-12-31 | $428k | 4.2k | 101.53 |
| 2023-09-30 | $469k | 4.6k | 101.34 |
| 2023-06-30 | $331k | 3.3k | 101.66 |
| 2023-03-31 | $316k | 3.1k | 102.41 |
| 2022-12-31 | $242k | 2.9k | 83.97 |
| 2022-03-31 | $742k | 6.3k | 118.04 |
| 2021-12-31 | $1.1M | 8.7k | 130.49 |
| 2021-09-30 | $1.2M | 8.2k | 140.93 |
| 2021-06-30 | $910k | 8.2k | 111.33 |
| 2021-03-31 | $721k | 8.2k | 88.21 |
| 2020-12-31 | $749k | 8.2k | 91.63 |