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Creative Planning

Position in PRM — Perimeter Solutions, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PRM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,173,972
+$990,066 QoQ
Shares Held
60,981
+25.8% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#109
of 303 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PRM 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. PRM ranks #28 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in PRM

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,173,972 60,981
2026-03-31 $1,183,906 48,481
2025-12-31 $1,747,989 63,494
2025-09-30 $940,647 42,012
2025-06-30 $501,843 36,052
2025-03-31 $408,560 40,572
2024-12-31 $493,856 38,643