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Creative Planning CLMB Position History
Climb Global Solutions, Inc. • Wholesale Trade
Quarters held
6
Latest value
$400K
Q3 2026
Peak value
$400K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $282K |
| Q4 2025 | $226K |
| Q2 2026 | $3K |
| Q2 2026 | $277K |
| Q3 2026 | $3K |
| Q3 2026 | $400K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $400K | 12.5K | — | — |
| Q3 2026 | $3K | 108 | — | — |
| Q2 2026 | $277K | 11.9K | — | — |
| Q2 2026 | $3K | 108 | — | — |
| Q4 2025 | $226K | 2.2K | — | — |
| Q3 2025 | $282K | 2.1K | — | — |