Position in KALU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,659,333
+$820,825 QoQ
Shares Held
8,482
+21.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#110
of 335 holders
Holding Since
Mar 2023
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KALU Over Time
Shares Held
Position Value (USD)
Position in Aluminum
Basic Materials · as of Jun 30, 2026Creative Planning holds $17,920,611 across 4 Aluminum names. KALU ranks #3 (9.3% of the industry book) .
All Filings in KALU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,659,333 | 8,482 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $838,508 | 6,958 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $704,551 | 6,134 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $361,108 | 4,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $359,629 | 4,501 | Shares | Defined | 2025-08-08 | |
| 2023-09-30 | $6,397 | 85 | Shares | Sole | 2023-11-16 | |
| 2023-03-31 | $373 | 5 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||