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Creative Planning LKFN Position History
Lakeland Financial Corporation
Quarters held
2
Latest value
$268K
Q3 2026
Peak value
$268K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $226K |
| Q3 2026 | $268K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $268K | 4.6K | — | — |
| Q2 2026 | $226K | 3.7K | — | — |
Other funds holding LKFN
$170.5M
$134.3M
$134.3M
$123.9M
$123.9M
$120.9M
$120.9M
$120.9M