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Creative Planning BKD Position History
Brookdale Senior Living Inc. • Healthcare
Quarters held
8
Latest value
$649K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $347K |
| Q3 2025 | $2K |
| Q4 2025 | $614K |
| Q1 2026 | $1.2M |
| Q2 2026 | $7K |
| Q2 2026 | $862K |
| Q3 2026 | $5K |
| Q3 2026 | $649K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $649K | 59.9K | — | — |
| Q3 2026 | $5K | 453 | — | — |
| Q2 2026 | $862K | 53.6K | — | — |
| Q2 2026 | $7K | 453 | — | — |
| Q1 2026 | $1.2M | 84.8K | — | — |
| Q4 2025 | $614K | 56.9K | — | — |
| Q3 2025 | $2K | 259 | — | — |
| Q3 2025 | $347K | 41.0K | — | — |