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Creative Planning BCPC Position History
Balchem Corporation • Basic Materials
Quarters held
9
Latest value
$9M
Q3 2026
Peak value
$9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.2M |
| Q3 2025 | $108K |
| Q4 2025 | $4M |
| Q1 2026 | $212K |
| Q1 2026 | $6.5M |
| Q2 2026 | $136K |
| Q2 2026 | $6.8M |
| Q3 2026 | $155K |
| Q3 2026 | $9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9M | 54.5K | — | — |
| Q3 2026 | $155K | 941 | — | — |
| Q2 2026 | $6.8M | 40.0K | — | — |
| Q2 2026 | $136K | 807 | — | — |
| Q1 2026 | $6.5M | 38.5K | — | — |
| Q1 2026 | $212K | 1.3K | — | — |
| Q4 2025 | $4M | 26.3K | — | — |
| Q3 2025 | $108K | 721 | — | — |
| Q3 2025 | $2.2M | 14.6K | — | — |
Other funds holding BCPC
$626.2M
$607.7M
$570.6M
$552.8M
$544.6M