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Creative Planning PRM Position History
Perimeter Group Inc. • Manufacturing
Quarters held
8
Latest value
$1.8M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $855K |
| Q3 2025 | $85K |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.2M |
| Q2 2026 | $154K |
| Q2 2026 | $2M |
| Q3 2026 | $119K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 67.7K | — | — |
| Q3 2026 | $119K | 4.5K | — | — |
| Q2 2026 | $2M | 56.7K | — | — |
| Q2 2026 | $154K | 4.3K | — | — |
| Q1 2026 | $1.2M | 48.5K | — | — |
| Q4 2025 | $1.7M | 63.5K | — | — |
| Q3 2025 | $85K | 3.8K | — | — |
| Q3 2025 | $855K | 38.2K | — | — |
Other funds holding PRM
$128.7M
$128.7M