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Creative Planning

Position in CLMB — Climb Global Solutions, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in CLMB

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$279,540
+$53,814 QoQ
Shares Held
12,044
+37.1% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#88
of 133 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CLMB Over Time

Shares Held

Position Value (USD)

Position in Electronics & Computer Distribution

Technology · as of Jun 30, 2026

Creative Planning holds $40,386,005 across 7 Electronics & Computer Distribution names. CLMB ranks #7 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 CLMB
Climb Global Solutions, Inc.
This page
12,044 $279,540

All Filings in CLMB

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $279,540 12,044
2025-12-31 $225,726 2,196
2025-09-30 $281,815 2,090
2025-06-30 $221,731 2,074
2025-03-31 $221,409 1,999
2024-12-31 $230,557 1,819