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Creative Planning HTB Position History
HomeTrust Bancshares, Inc. • Banking
Quarters held
8
Latest value
$69K
Q3 2026
Peak value
$990K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $45K |
| Q3 2025 | $793K |
| Q4 2025 | $803K |
| Q1 2026 | $807K |
| Q2 2026 | $63K |
| Q2 2026 | $964K |
| Q3 2026 | $990K |
| Q3 2026 | $69K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $69K | 1.5K | — | — |
| Q3 2026 | $990K | 21.6K | — | — |
| Q2 2026 | $964K | 19.3K | — | — |
| Q2 2026 | $63K | 1.3K | — | — |
| Q1 2026 | $807K | 18.9K | — | — |
| Q4 2025 | $803K | 18.7K | — | — |
| Q3 2025 | $793K | 19.4K | — | — |
| Q3 2025 | $45K | 1.1K | — | — |