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Creative Planning L Position History
Loews Corporation • Financial Services
Quarters held
8
Latest value
$13.6M
Q3 2026
Peak value
$13.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.6M |
| Q3 2025 | $18K |
| Q4 2025 | $4.7M |
| Q1 2026 | $6M |
| Q2 2026 | $29K |
| Q2 2026 | $10.3M |
| Q3 2026 | $28K |
| Q3 2026 | $13.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.6M | 130.0K | — | — |
| Q3 2026 | $28K | 268 | — | — |
| Q2 2026 | $10.3M | 90.7K | — | — |
| Q2 2026 | $29K | 259 | — | — |
| Q1 2026 | $6M | 56.5K | — | — |
| Q4 2025 | $4.7M | 44.9K | — | — |
| Q3 2025 | $18K | 183 | — | — |
| Q3 2025 | $3.6M | 35.8K | — | — |
Other funds holding L
$1.9B
$1.8B
$1.7B
$1.7B
$900.8M
$900.8M
$877.9M
$857.7M