Back to PLMR

Creative Planning → PLMR

Creative Planning PLMR Position History

Palomar Holdings, Inc. • Insurance

Quarters held
8
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18K
Q3 2025$1.2M
Q4 2025$2.6M
Q1 2026$2.2M
Q2 2026$39K
Q2 2026$2M
Q3 2026$60K
Q3 2026$3.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.4M27.8K——
Q3 2026$60K490——
Q2 2026$2M15.9K——
Q2 2026$39K306——
Q1 2026$2.2M18.7K——
Q4 2025$2.6M19.1K——
Q3 2025$1.2M10.6K——
Q3 2025$18K157——

Other funds holding PLMR

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning PLMR Holdings: 13F Position History | Track13F