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Creative Planning SITE Position History
SiteOne Landscape Supply, Inc. • Industrials
Quarters held
8
Latest value
$6.7M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $481K |
| Q3 2025 | $1K |
| Q4 2025 | $1.5M |
| Q1 2026 | $5.1M |
| Q2 2026 | $2K |
| Q2 2026 | $2.5M |
| Q3 2026 | $14K |
| Q3 2026 | $6.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.7M | 73.7K | — | — |
| Q3 2026 | $14K | 150 | — | — |
| Q2 2026 | $2.5M | 22.2K | — | — |
| Q2 2026 | $2K | 17 | — | — |
| Q1 2026 | $5.1M | 38.4K | — | — |
| Q4 2025 | $1.5M | 11.9K | — | — |
| Q3 2025 | $1K | 8 | — | — |
| Q3 2025 | $481K | 3.7K | — | — |
Other funds holding SITE
$282.4M
$280.5M
$274.1M
$260.1M
$232.1M
$204M
$199.6M