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Creative Planning AVPT Position History
AvePoint, Inc. • Technology
Quarters held
8
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $101K |
| Q3 2025 | $1.3M |
| Q4 2025 | $1.2M |
| Q1 2026 | $1.8M |
| Q2 2026 | $1K |
| Q2 2026 | $1.9M |
| Q3 2026 | $2K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 196.9K | — | — |
| Q3 2026 | $2K | 111 | — | — |
| Q2 2026 | $1.9M | 166.2K | — | — |
| Q2 2026 | $1K | 111 | — | — |
| Q1 2026 | $1.8M | 190.4K | — | — |
| Q4 2025 | $1.2M | 87.4K | — | — |
| Q3 2025 | $1.3M | 87.9K | — | — |
| Q3 2025 | $101K | 6.7K | — | — |
Other funds holding AVPT
$81.1M
$80.6M
$68.9M
$56.1M
$43.9M
$43.9M