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Creative Planning CMCO Position History

Columbus McKinnon Corporation • Manufacturing

Quarters held
8
Latest value
$1.6M
Q3 2026
Peak value
$2.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8K
Q3 2025$1.1M
Q4 2025$2.6M
Q1 2026$2M
Q2 2026$60K
Q2 2026$1.5M
Q3 2026$69K
Q3 2026$1.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.6M97.6K——
Q3 2026$69K4.3K——
Q2 2026$1.5M98.1K——
Q2 2026$60K4.0K——
Q1 2026$2M137.2K——
Q4 2025$2.6M148.0K——
Q3 2025$1.1M78.9K——
Q3 2025$8K527——

Other funds holding CMCO

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning CMCO Holdings: 13F Position History | Track13F