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Creative Planning FRST Position History
Primis Financial Corp. • Financial Services
Quarters held
5
Latest value
$988K
Q3 2026
Peak value
$988K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $173K |
| Q2 2026 | $18K |
| Q2 2026 | $715K |
| Q3 2026 | $21K |
| Q3 2026 | $988K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $988K | 64.7K | — | — |
| Q3 2026 | $21K | 1.3K | — | — |
| Q2 2026 | $715K | 43.7K | — | — |
| Q2 2026 | $18K | 1.1K | — | — |
| Q1 2026 | $173K | 13.0K | — | — |