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Creative Planning SMPL Position History
The Simply Good Foods Company • Consumer Defensive
Quarters held
8
Latest value
$4.2M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $22K |
| Q4 2025 | $3.5M |
| Q1 2026 | $2.9M |
| Q2 2026 | $149K |
| Q2 2026 | $6.2M |
| Q3 2026 | $45K |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 438.6K | — | — |
| Q3 2026 | $45K | 4.7K | — | — |
| Q2 2026 | $6.2M | 470.2K | — | — |
| Q2 2026 | $149K | 11.2K | — | — |
| Q1 2026 | $2.9M | 203.6K | — | — |
| Q4 2025 | $3.5M | 176.2K | — | — |
| Q3 2025 | $22K | 888 | — | — |
| Q3 2025 | $1.2M | 47.8K | — | — |
Other funds holding SMPL
$368.7M
$353.6M
$352M
$323M
$239.6M
$198.1M
$147.5M