Position in TGB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$724,650
+$109,868 QoQ
Shares Held
112,349
+3.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in TGB Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Mar 31, 2026Creative Planning holds $47,944,726 across 5 Copper names. TGB ranks #3 (1.5% of the industry book) .
All Filings in TGB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $724,650 | 112,349 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $614,782 | 108,619 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $447,013 | 105,677 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $340,268 | 108,022 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $288,647 | 128,861 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $127,511 | 65,728 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $135,512 | 53,775 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $135,869 | 55,457 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $102,419 | 47,198 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $47,280 | 33,772 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $35,648 | 28,070 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $27,926 | 19,529 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $24,765 | 14,919 | Shares | Sole | 2023-05-15 | |
| 2020-03-31 | $5,913 | 21,900 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||