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Creative Planning CSR Position History
Centerspace • Financial Services
Quarters held
2
Latest value
$323K
Q3 2026
Peak value
$323K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $231K |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 5.9K | — | — |
| Q4 2025 | $231K | 3.5K | — | — |
Other funds holding CSR
$165.8M
$158.5M
$154.6M
$142.9M
$119.5M
$111.4M
$106.4M
$64.9M