Back to FWRD
Creative Planning FWRD Position History
Forward Air Corporation
Quarters held
10
Latest value
$633K
Q3 2026
Peak value
$633K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2K |
| Q3 2025 | $470K |
| Q4 2025 | $547K |
| Q4 2025 | $155K |
| Q1 2026 | $566K |
| Q1 2026 | $273K |
| Q2 2026 | $337K |
| Q2 2026 | $363K |
| Q3 2026 | $416K |
| Q3 2026 | $633K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $633K | 96.4K | — | — |
| Q3 2026 | $416K | 27.3K | — | — |
| Q2 2026 | $363K | 87.6K | — | — |
| Q2 2026 | $337K | 25.0K | — | — |
| Q1 2026 | $273K | 63.3K | — | — |
| Q1 2026 | $566K | 33.9K | — | — |
| Q4 2025 | $155K | 41.3K | — | — |
| Q4 2025 | $547K | 21.9K | — | — |
| Q3 2025 | $470K | 18.3K | — | — |
| Q3 2025 | $2K | 72 | — | — |
Other funds holding FWRD
$106.4M
$67.6M
$63.4M
$56.1M
$54.1M
$49.2M