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Creative Planning SSD Position History
Simpson Manufacturing Co., Inc. • Industrials
Quarters held
8
Latest value
$6.5M
Q3 2026
Peak value
$6.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $75K |
| Q4 2025 | $2.2M |
| Q1 2026 | $3.5M |
| Q2 2026 | $122K |
| Q2 2026 | $6.7M |
| Q3 2026 | $108K |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 37.8K | — | — |
| Q3 2026 | $108K | 630 | — | — |
| Q2 2026 | $6.7M | 32.2K | — | — |
| Q2 2026 | $122K | 583 | — | — |
| Q1 2026 | $3.5M | 20.1K | — | — |
| Q4 2025 | $2.2M | 13.7K | — | — |
| Q3 2025 | $75K | 446 | — | — |
| Q3 2025 | $1.9M | 11.1K | — | — |
Other funds holding SSD
$273.9M
$273.9M
$218.2M
$208.1M
$192.7M
$185.4M
$177.5M