Question 1

How many shares of CJMB does Creative Planning own?

Accepted Answer

As of 2026-Q2, Creative Planning holds 255,693 shares of CJMB (CALLAN JMB INC).

Question 2

What is Creative Planning's CJMB position worth?

Accepted Answer

As of 2026-Q2, Creative Planning's CJMB position is worth $205,577.

Question 3

When did Creative Planning first buy CJMB?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in CJMB in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	255,693	0.0%	$205,577	0.0%	$0.80	0
2026-Q1	Increased	255,693	+24.3%	$319,616	0.0%	$1.73	29
2025-Q4	Increased	205,693	+21.0%	$228,319	0.0%	$1.16	28
2025-Q3	Increased	170,008	+41.7%	$829,639	0.0%	$4.95	33
2025-Q2	Unchanged	120,008	0.0%	$615,041	0.0%	$4.95	0
2025-Q1	New	120,008	-	$538,836	0.0%	$4.23	34

CJMB6 quarters

CJMB
6 quarters