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Creative Planning PSMT Position History
PriceSmart, Inc.
Quarters held
8
Latest value
$11M
Q3 2026
Peak value
$11.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $32K |
| Q3 2025 | $2.6M |
| Q4 2025 | $3.4M |
| Q1 2026 | $6.5M |
| Q2 2026 | $85K |
| Q2 2026 | $11.3M |
| Q3 2026 | $79K |
| Q3 2026 | $11M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11M | 65.2K | — | — |
| Q3 2026 | $79K | 465 | — | — |
| Q2 2026 | $11.3M | 57.6K | — | — |
| Q2 2026 | $85K | 433 | — | — |
| Q1 2026 | $6.5M | 43.1K | — | — |
| Q4 2025 | $3.4M | 28.0K | — | — |
| Q3 2025 | $2.6M | 21.5K | — | — |
| Q3 2025 | $32K | 264 | — | — |
Other funds holding PSMT
$378.1M
$366.4M
$351.3M
$291M
$245.9M
$228.9M
$227.7M
$210.7M