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Creative Planning XERS Position History

Xeris Biopharma Holdings, Inc. • Healthcare

Quarters held
8
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$962K
Q3 2025$71K
Q4 2025$915K
Q1 2026$773K
Q2 2026$65K
Q2 2026$1.2M
Q3 2026$79K
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M149.0K——
Q3 2026$79K8.3K——
Q2 2026$1.2M145.8K——
Q2 2026$65K8.3K——
Q1 2026$773K133.3K——
Q4 2025$915K116.5K——
Q3 2025$71K8.7K——
Q3 2025$962K118.2K——

Other funds holding XERS

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning XERS Holdings: 13F Position History | Track13F