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Creative Planning IMKTA Position History
Ingles Markets, Incorporated • Consumer Defensive
Quarters held
10
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $100K |
| Q3 2025 | $1.9M |
| Q3 2025 | $555K |
| Q3 2025 | $49K |
| Q4 2025 | $2.5M |
| Q1 2026 | $5.1M |
| Q2 2026 | $174K |
| Q2 2026 | $7.2M |
| Q3 2026 | $181K |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 96.4K | — | — |
| Q3 2026 | $181K | 2.1K | — | — |
| Q2 2026 | $7.2M | 80.9K | — | — |
| Q2 2026 | $174K | 2.0K | — | — |
| Q1 2026 | $5.1M | 57.2K | — | — |
| Q4 2025 | $2.5M | 36.9K | — | — |
| Q3 2025 | $49K | 2.0K | — | — |
| Q3 2025 | $555K | 22.3K | — | — |
| Q3 2025 | $1.9M | 27.7K | — | — |
| Q3 2025 | $100K | 1.4K | — | — |
Other funds holding IMKTA
$322.3M
$202.1M
$172.4M
$60.3M
$59.6M