Creative Planning’s Everpure Inc P Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.14M | Buy |
104,019
+28,864
| +38% | +$1.96M | ﹤0.01% | 1035 |
|
|
2025
Q4 | $5.04M | Buy |
75,155
+12,613
| +20% | +$1.05M | ﹤0.01% | 1000 |
|
|
2025
Q3 | $5.24M | Buy |
62,542
+15,357
| +33% | +$1.02M | ﹤0.01% | 851 |
|
|
2025
Q2 | $2.72M | Buy |
47,185
+6,298
| +15% | +$313K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $1.81M | Buy |
40,887
+6,077
| +17% | +$367K | ﹤0.01% | 1247 |
|
|
2024
Q4 | $2.14M | Buy |
34,810
+7,411
| +27% | +$413K | ﹤0.01% | 1093 |
|
|
2024
Q3 | $1.38M | Buy |
27,399
+7,780
| +40% | +$440K | ﹤0.01% | 1289 |
|
|
2024
Q2 | $1.26M | Buy |
19,619
+6,124
| +45% | +$354K | ﹤0.01% | 1258 |
|
|
2024
Q1 | $702K | Buy |
13,495
+5,460
| +68% | +$244K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $287K | Sell |
8,035
-564
| -7% | -$19.8K | ﹤0.01% | 2119 |
|
|
2023
Q3 | $306K | Sell |
8,599
-705
| -8% | -$26.1K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $343K | Sell |
9,304
-2,996
| -24% | -$84.9K | ﹤0.01% | 1807 |
|
|
2023
Q1 | $314K | Buy |
12,300
+2,283
| +23% | +$61.6K | ﹤0.01% | 1790 |
|
|
2022
Q4 | $268K | Sell |
10,017
-357
| -3% | -$10.4K | ﹤0.01% | 1795 |
|
|
2022
Q3 | $284K | Sell |
10,374
-2,510
| -19% | -$71K | ﹤0.01% | 1682 |
|
|
2022
Q2 | $331K | Buy |
12,884
+5,301
| +70% | +$147K | ﹤0.01% | 1546 |
|
|
2022
Q1 | $268K | Sell |
7,583
-2,422
| -24% | -$70.5K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $326K | Sell |
10,005
-182
| -2% | -$5.28K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $256K | Buy |
+10,187
| New | +$225K | ﹤0.01% | 1693 |
|
|
2021
Q2 | – | Sell |
-14,423
| Closed | -$311K | – | 2470 |
|
|
2021
Q1 | $311K | Buy |
+14,423
| New | +$343K | ﹤0.01% | 1779 |
|
|
2020
Q1 | – | Sell |
-25,774
| Closed | -$441K | – | 2041 |
|
|
2019
Q4 | $441K | Buy |
+25,774
| New | +$456K | ﹤0.01% | 1177 |
|
|
2017
Q3 | – | Sell |
-1,800
| Closed | -$23K | – | 3259 |
|
|
2017
Q2 | $23K | Buy |
1,800
+300
| +20% | +$3.49K | ﹤0.01% | 3095 |
|
|
2017
Q1 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 3337 |
|
|
2016
Q4 | $17K | Buy |
1,500
+1,200
| +400% | +$15.5K | ﹤0.01% | 3179 |
|
|
2016
Q3 | $4K | Hold |
300
| – | – | ﹤0.01% | 3990 |
|
|
2016
Q2 | $3K | Sell |
300
-300
| -50% | -$3.91K | ﹤0.01% | 3907 |
|
|
2016
Q1 | $8K | Hold |
600
| – | – | ﹤0.01% | 3339 |
|
|
2015
Q4 | $9K | Buy |
+600
| New | +$10.2K | ﹤0.01% | 3367 |
|
Other funds holding P
VPM
VCM
DGI
Creative Planning's P Position: Q1 2026 in Review
Creative Planning increased its Everpure Inc (P) stake by 38% in Q1 2026, buying an estimated $1.96M and bringing the position to 104,019 shares worth $6.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.
Creative Planning first reported a position in P in Q4 2015 and has held it in 28 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.
- Creative Planning held 104,019 shares of Everpure Inc worth $6.14M as of Q1 2026.
- Creative Planning bought 28,864 Everpure Inc shares in Q1 2026, an estimated $1.96M.
- Everpure Inc made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1035 holding.
- Creative Planning first reported a position in Everpure Inc in Q4 2015 and has held it in 28 quarters since.
- 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.