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Creative Planning SIRI Position History
Sirius XM Holdings Inc. • Transportation & Utilities
Quarters held
8
Latest value
$9.8M
Q3 2026
Peak value
$9.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $815 |
| Q4 2025 | $2.3M |
| Q1 2026 | $6.4M |
| Q2 2026 | $67K |
| Q2 2026 | $9.8M |
| Q3 2026 | $65K |
| Q3 2026 | $9.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.8M | 379.4K | — | — |
| Q3 2026 | $65K | 2.5K | — | — |
| Q2 2026 | $9.8M | 332.4K | — | — |
| Q2 2026 | $67K | 2.3K | — | — |
| Q1 2026 | $6.4M | 276.3K | — | — |
| Q4 2025 | $2.3M | 116.7K | — | — |
| Q3 2025 | $815 | 35 | — | — |
| Q3 2025 | $2.5M | 106.5K | — | — |