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Creative Planning BBSI Position History
Barrett Business Services, Inc. • Services
Quarters held
8
Latest value
$1.3M
Q3 2026
Peak value
$1.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16K |
| Q3 2025 | $612K |
| Q4 2025 | $840K |
| Q1 2026 | $512K |
| Q2 2026 | $31K |
| Q2 2026 | $1.6M |
| Q3 2026 | $12K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 43.1K | — | — |
| Q3 2026 | $12K | 387 | — | — |
| Q2 2026 | $1.6M | 45.8K | — | — |
| Q2 2026 | $31K | 864 | — | — |
| Q1 2026 | $512K | 17.5K | — | — |
| Q4 2025 | $840K | 23.2K | — | — |
| Q3 2025 | $612K | 13.8K | — | — |
| Q3 2025 | $16K | 371 | — | — |