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CTMCTM
6 quarters

Position history for Creative PlanningCreative Planning's holdings in CASTELLUM INC

Creative Planning holds 50,000 shares of CTM (CASTELLUM INC), worth $35,995 as of 2026-Q2. The position was increased (+146.1% shares).

Current Value

$35,995

Current Shares

50,000

Total Value Change

+$25,395

Total Shares Change

+40,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
50,000
+146.1%
$35,9950.0%$0.72
22
2026-Q1
Increased
20,320
+1.6%
$11,9790.0%$0.95
12
2025-Q4
Increased
20,000
+100.0%
$18,0640.0%$0.93
20
2025-Q3
Unchanged
10,000
0.0%
$10,9000.0%$1.12
0
2025-Q2
Unchanged
10,000
0.0%
$10,5000.0%$1.06
0
2025-Q1
New
10,000
-
$10,6000.0%$1.03
26

Other major holders of CTM: VANGUARD GROUP INC, Bank of New York Mellon Corp, VANGUARD CAPITAL MANAGEMENT LLC, UBS Group AG

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