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Creative Planning UI Position History
Ubiquiti Inc. • Technology
Quarters held
8
Latest value
$2.7M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $102K |
| Q4 2025 | $2.3M |
| Q1 2026 | $3.9M |
| Q2 2026 | $81K |
| Q2 2026 | $2M |
| Q3 2026 | $83K |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 4.8K | — | — |
| Q3 2026 | $83K | 146 | — | — |
| Q2 2026 | $2M | 3.8K | — | — |
| Q2 2026 | $81K | 151 | — | — |
| Q1 2026 | $3.9M | 4.9K | — | — |
| Q4 2025 | $2.3M | 4.1K | — | — |
| Q3 2025 | $102K | 154 | — | — |
| Q3 2025 | $2.6M | 3.9K | — | — |