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Creative Planning FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
9
Latest value
$18M
Q3 2026
Peak value
$18M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9K |
| Q3 2025 | $2M |
| Q4 2025 | $8.3M |
| Q4 2025 | $238K |
| Q1 2026 | $7.5M |
| Q2 2026 | $87K |
| Q2 2026 | $13.8M |
| Q3 2026 | $113K |
| Q3 2026 | $18M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18M | 66.8K | — | — |
| Q3 2026 | $113K | 418 | — | — |
| Q2 2026 | $13.8M | 60.0K | — | — |
| Q2 2026 | $87K | 379 | — | — |
| Q1 2026 | $7.5M | 34.5K | — | — |
| Q4 2025 | $238K | 821 | — | — |
| Q4 2025 | $8.3M | 28.7K | — | — |
| Q3 2025 | $2M | 6.9K | — | — |
| Q3 2025 | $9K | 31 | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B