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Creative Planning DOX Position History

Amdocs Limited • Technology

Quarters held
8
Latest value
$22M
Q3 2026
Peak value
$22M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$2.7M
Q3 2025$61K
Q4 2025$3.2M
Q1 2026$5.6M
Q2 2026$132K
Q2 2026$7M
Q3 2026$192K
Q3 2026$22M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22M385.5K——
Q3 2026$192K3.4K——
Q2 2026$7M137.6K——
Q2 2026$132K2.6K——
Q1 2026$5.6M85.8K——
Q4 2025$3.2M40.1K——
Q3 2025$61K749——
Q3 2025$2.7M32.8K——

Other funds holding DOX

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 DOX Holdings: 13F Position History | Track13F