Back to STRD
Creative Planning STRD Position History
Strategy Inc • Financial Services
Quarters held
23
Latest value
$1K
Q3 2026
Peak value
$24.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $24.4M |
| Q3 2025 | $1.5M |
| Q3 2025 | $310K |
| Q3 2025 | $2K |
| Q3 2025 | $4K |
| Q3 2025 | $395K |
| Q3 2025 | $6K |
| Q3 2025 | $10K |
| Q4 2025 | $11.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $453K |
| Q1 2026 | $1.6M |
| Q1 2026 | $12.4M |
| Q1 2026 | $434K |
| Q2 2026 | $1.7M |
| Q2 2026 | $50K |
| Q2 2026 | $7.5M |
| Q2 2026 | $502K |
| Q3 2026 | $1.4M |
| Q3 2026 | $79K |
| Q3 2026 | $16.3M |
| Q3 2026 | $815K |
| Q3 2026 | $1K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1K | 1.7K | — | — |
| Q3 2026 | $815K | 14.5K | — | — |
| Q3 2026 | $16.3M | 106.5K | — | — |
| Q3 2026 | $79K | 519 | — | — |
| Q3 2026 | $1.4M | 66.0K | — | — |
| Q2 2026 | $502K | 9.1K | — | — |
| Q2 2026 | $7.5M | 85.7K | — | — |
| Q2 2026 | $50K | 570 | — | — |
| Q2 2026 | $1.7M | 72.2K | — | — |
| Q1 2026 | $434K | 9.3K | — | — |
| Q1 2026 | $12.4M | 99.4K | — | — |
| Q1 2026 | $1.6M | 71.1K | — | — |
| Q4 2025 | $453K | 9.3K | — | — |
| Q4 2025 | $1.5M | 69.4K | — | — |
| Q4 2025 | $11.5M | 75.7K | — | — |
| Q3 2025 | $10K | 446 | — | — |
| Q3 2025 | $6K | 1.0K | — | — |
| Q3 2025 | $395K | 8.2K | — | — |
| Q3 2025 | $4K | 500 | — | — |
| Q3 2025 | $2K | 100 | — | — |
| Q3 2025 | $310K | 962 | — | — |
| Q3 2025 | $1.5M | 68.6K | — | — |
| Q3 2025 | $24.4M | 75.8K | — | — |
Other funds holding STRD
$1.1B
$876.2M
$874.3M
$742.6M
$718.6M
$654.4M
$654.4M