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Creative Planning

Position in CLMT — Calumet, Inc. /DE

CIK 1540235 OVERLAND PARK, KS

Position in CLMT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,514,749
-$55,481 QoQ
Shares Held
42,053
-3.9% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 187 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CLMT Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Creative Planning holds $330,391,999 across 43 Specialty Chemicals names. CLMT ranks #34 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in CLMT

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,514,749 42,053
2026-03-31 $1,570,230 43,739
2025-12-31 $869,093 43,739
2025-09-30 $784,202 42,970
2025-06-30 $677,207 42,970
2025-03-31 $544,859 42,970
2024-12-31 $952,563 43,259
2024-09-30 $1,223,503 68,659