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Creative Planning PDLB Position History
Ponce Financial Group, Inc.
Quarters held
5
Latest value
$998K
Q3 2026
Peak value
$998K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $203K |
| Q4 2025 | $275K |
| Q1 2026 | $404K |
| Q2 2026 | $527K |
| Q3 2026 | $998K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $998K | 50.0K | — | — |
| Q2 2026 | $527K | 26.4K | — | — |
| Q1 2026 | $404K | 24.2K | — | — |
| Q4 2025 | $275K | 16.8K | — | — |
| Q3 2025 | $203K | 13.8K | — | — |
Other funds holding PDLB
$36.1M
$33.9M
$33.5M
$33.2M
$30.3M