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Creative Planning MA Position History
Mastercard Incorporated • Services
Quarters held
10
Latest value
$181.6M
Q3 2026
Peak value
$181.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q3 2025 | $142.8M |
| Q4 2025 | $147.7M |
| Q4 2025 | $4.9M |
| Q1 2026 | $4.1M |
| Q1 2026 | $136.9M |
| Q2 2026 | $4.2M |
| Q2 2026 | $148.3M |
| Q3 2026 | $4.4M |
| Q3 2026 | $181.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $181.6M | 329.3K | — | — |
| Q3 2026 | $4.4M | 7.9K | — | — |
| Q2 2026 | $148.3M | 288.7K | — | — |
| Q2 2026 | $4.2M | 8.1K | — | — |
| Q1 2026 | $136.9M | 274.0K | — | — |
| Q1 2026 | $4.1M | 8.3K | — | — |
| Q4 2025 | $4.9M | 8.5K | — | — |
| Q4 2025 | $147.7M | 258.8K | — | — |
| Q3 2025 | $142.8M | 251.1K | — | — |
| Q3 2025 | $4.7M | 8.2K | — | — |