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Creative Planning DOCS Position History

Doximity, Inc. • Healthcare

Quarters held
8
Latest value
$6.2M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q3 2025$16K
Q4 2025$1.5M
Q1 2026$3M
Q2 2026$70K
Q2 2026$2.4M
Q3 2026$88K
Q3 2026$6.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.2M218.1K——
Q3 2026$88K3.1K——
Q2 2026$2.4M116.6K——
Q2 2026$70K3.4K——
Q1 2026$3M130.0K——
Q4 2025$1.5M33.5K——
Q3 2025$16K214——
Q3 2025$2.7M37.3K——

Other funds holding DOCS

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 DOCS Holdings: 13F Position History | Track13F