Position in UFPI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,820,108
+$1,226,582 QoQ
Shares Held
75,161
+23.8% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 383 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UFPI Over Time
Shares Held
Position Value (USD)
Position in Lumber & Wood Production
Basic Materials · as of Jun 30, 2026Creative Planning holds $16,754,304 across 3 Lumber & Wood Production names. UFPI ranks #2 (40.7% of the industry book) .
All Filings in UFPI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,820,108 | 75,161 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,593,526 | 60,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,295,923 | 58,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,750,942 | 29,425 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,160,980 | 21,749 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,306,572 | 30,891 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,822,444 | 25,055 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,182,104 | 24,252 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,641,408 | 23,584 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,666,487 | 21,677 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,486,391 | 19,804 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,793,228 | 17,512 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $397,224 | 4,093 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $270,277 | 3,401 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $303,527 | 3,830 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||