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Creative Planning PIPR Position History
Piper Sandler Companies • Financial Services
Quarters held
10
Latest value
$427K
Q3 2026
Peak value
$21M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $122K |
| Q3 2025 | $7.1M |
| Q4 2025 | $9M |
| Q1 2026 | $203K |
| Q1 2026 | $9.6M |
| Q2 2026 | $233K |
| Q2 2026 | $16.5M |
| Q3 2026 | $266K |
| Q3 2026 | $21M |
| Q3 2026 | $427K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $427K | 5.2K | — | — |
| Q3 2026 | $21M | 318.3K | — | — |
| Q3 2026 | $266K | 4.0K | — | — |
| Q2 2026 | $16.5M | 228.1K | — | — |
| Q2 2026 | $233K | 3.2K | — | — |
| Q1 2026 | $9.6M | 125.7K | — | — |
| Q1 2026 | $203K | 2.6K | — | — |
| Q4 2025 | $9M | 26.4K | — | — |
| Q3 2025 | $7.1M | 20.5K | — | — |
| Q3 2025 | $122K | 353 | — | — |
Other funds holding PIPR
$213.3M
$211.2M
$211.2M
$85.1M
$85.1M