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Creative Planning CLM Position History
Cornerstone Strategic Investment Fund, Inc. • Financial Services
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.6M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.5M |
| Q2 2026 | $2.1M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 240.3K | — | — |
| Q2 2026 | $2.1M | 277.1K | — | — |
| Q1 2026 | $1.5M | 202.9K | — | — |
| Q4 2025 | $1.5M | 178.1K | — | — |
| Q3 2025 | $1.6M | 198.9K | — | — |
Other funds holding CLM
$4.8M