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Creative Planning ISTR Position History
Investar Holding Corporation • Financial Services
Quarters held
3
Latest value
$635K
Q3 2026
Peak value
$635K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $405K |
| Q3 2026 | $3K |
| Q3 2026 | $635K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $635K | 22.0K | — | — |
| Q3 2026 | $3K | 105 | — | — |
| Q2 2026 | $405K | 13.5K | — | — |