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Creative Planning MCHB Position History
Mechanics Bancorp • Financial Services
Quarters held
4
Latest value
$159K
Q3 2026
Peak value
$276K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $217K |
| Q1 2026 | $276K |
| Q3 2026 | $2K |
| Q3 2026 | $159K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $159K | 10.8K | — | — |
| Q3 2026 | $2K | 135 | — | — |
| Q1 2026 | $276K | 18.7K | — | — |
| Q4 2025 | $217K | 14.8K | — | — |