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Creative Planning CLMT Position History
Calumet, Inc.
Quarters held
5
Latest value
$2.2M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $784K |
| Q4 2025 | $869K |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.5M |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 41.2K | — | — |
| Q2 2026 | $1.5M | 42.1K | — | — |
| Q1 2026 | $1.6M | 43.7K | — | — |
| Q4 2025 | $869K | 43.7K | — | — |
| Q3 2025 | $784K | 43.0K | — | — |
Other funds holding CLMT
$276.6M
$238.4M
$214M
$138.6M
$125M
$125M
$110.6M