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Creative Planning FA Position History
First Advantage Corporation • Financial Services
Quarters held
6
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $261K |
| Q1 2026 | $1.1M |
| Q2 2026 | $43K |
| Q2 2026 | $2M |
| Q3 2026 | $42K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 116.3K | — | — |
| Q3 2026 | $42K | 2.4K | — | — |
| Q2 2026 | $2M | 110.6K | — | — |
| Q2 2026 | $43K | 2.4K | — | — |
| Q1 2026 | $1.1M | 94.4K | — | — |
| Q4 2025 | $261K | 18.0K | — | — |
Other funds holding FA
$120.4M
$107.7M
$101.3M
$99.9M
$74.4M
$70.2M
$63.2M