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Creative Planning → LMND

Creative Planning LMND Position History

Lemonade, Inc. • Financial Services

Quarters held
8
Latest value
$1.2M
Q3 2026
Peak value
$1.9M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.1M
Q3 2025$33K
Q4 2025$1.9M
Q1 2026$1.7M
Q2 2026$49K
Q2 2026$1.5M
Q3 2026$40K
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M27.0K——
Q3 2026$40K884——
Q2 2026$1.5M22.7K——
Q2 2026$49K750——
Q1 2026$1.7M26.5K——
Q4 2025$1.9M26.8K——
Q3 2025$33K611——
Q3 2025$1.1M20.0K——

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