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Creative Planning ESQ Position History
Esquire Financial Holdings, Inc. • Banking
Quarters held
8
Latest value
$1M
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $39K |
| Q3 2025 | $521K |
| Q4 2025 | $489K |
| Q1 2026 | $543K |
| Q2 2026 | $45K |
| Q2 2026 | $1M |
| Q3 2026 | $44K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 9.0K | — | — |
| Q3 2026 | $44K | 374 | — | — |
| Q2 2026 | $1M | 8.5K | — | — |
| Q2 2026 | $45K | 374 | — | — |
| Q1 2026 | $543K | 5.0K | — | — |
| Q4 2025 | $489K | 4.8K | — | — |
| Q3 2025 | $521K | 5.1K | — | — |
| Q3 2025 | $39K | 380 | — | — |