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Creative Planning TMSOF Position History
Thomson Reuters Corp • Technology
Quarters held
9
Latest value
$6.5M
Q3 2026
Peak value
$6.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $3.2M |
| Q4 2025 | $2.8M |
| Q1 2026 | $258K |
| Q1 2026 | $4.6M |
| Q2 2026 | $88K |
| Q2 2026 | $4.1M |
| Q3 2026 | $145K |
| Q3 2026 | $6.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.5M | 67.2K | — | — |
| Q3 2026 | $145K | 1.5K | — | — |
| Q2 2026 | $4.1M | 50.5K | — | — |
| Q2 2026 | $88K | 1.1K | — | — |
| Q1 2026 | $4.6M | 51.3K | — | — |
| Q1 2026 | $258K | 2.9K | — | — |
| Q4 2025 | $2.8M | 21.1K | — | — |
| Q3 2025 | $3.2M | 20.7K | — | — |
| Q3 2025 | $14K | 91 | — | — |
Other funds holding TMSOF
$729.9M
$612.3M
$571.1M
$510.2M
$492.4M
$369.2M
$315.2M
$302.5M