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Creative Planning MAX Position History
MediaAlpha, Inc. • Services
Quarters held
8
Latest value
$117K
Q3 2026
Peak value
$327K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $213K |
| Q3 2025 | $9K |
| Q4 2025 | $327K |
| Q1 2026 | $185K |
| Q2 2026 | $75K |
| Q2 2026 | $129K |
| Q3 2026 | $57K |
| Q3 2026 | $117K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $117K | 12.3K | — | — |
| Q3 2026 | $57K | 6.0K | — | — |
| Q2 2026 | $129K | 10.2K | — | — |
| Q2 2026 | $75K | 6.0K | — | — |
| Q1 2026 | $185K | 19.9K | — | — |
| Q4 2025 | $327K | 25.3K | — | — |
| Q3 2025 | $9K | 804 | — | — |
| Q3 2025 | $213K | 18.7K | — | — |