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Creative Planning NGVC Position History
Natural Grocers by Vitamin Cottage, Inc. • Consumer Defensive
Quarters held
5
Latest value
$691K
Q3 2026
Peak value
$934K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $375K |
| Q2 2026 | $20K |
| Q2 2026 | $934K |
| Q3 2026 | $21K |
| Q3 2026 | $691K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $691K | 22.7K | — | — |
| Q3 2026 | $21K | 675 | — | — |
| Q2 2026 | $934K | 30.1K | — | — |
| Q2 2026 | $20K | 658 | — | — |
| Q1 2026 | $375K | 14.5K | — | — |