Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in AAPL

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $11,282,190 41,500
2025-12-31 $3,008,300,812 11,065,625
2025-09-30 $25,463 100
2025-09-30 $62,888,262 246,979
2025-09-30 $381,945 1,500
2025-06-30 $47,826,563 233,107
2025-06-30 $4,103,400 20,000
2025-06-30 $13,664,322 66,600
2025-03-31 $4,442,600 20,000
2025-03-31 $2,207,919,110 9,939,761
2025-03-31 $7,752,337 34,900
2024-12-31 $2,504,200 10,000
2024-12-31 $6,035,122 24,100
2024-12-31 $2,578,201,614 10,295,510
2024-09-30 $2,208,165,232 9,477,104
2024-06-30 $13,226,936 62,800
2024-06-30 $4,987,265 23,679
2024-06-30 $21,062 100
2024-03-31 $28,345,129 165,297
2024-03-31 $22,343,844 130,300
2024-03-31 $17,148 100
2023-12-31 $25,991,550 135,000
2023-12-31 $1,722,774,611 8,948,084
2023-09-30 $205,452 1,200
2023-09-30 $25,304,838 147,800
2023-09-30 $30,562,183 178,507
2023-06-30 $1,689,639,501 8,710,829
2023-06-30 $10,920,511 56,300
2023-06-30 $2,153,067 11,100
2023-03-31 $1,453,705,466 8,815,679
2023-03-31 $43,929,360 266,400
2023-03-31 $1,830,390 11,100
2022-12-31 $467,748 3,600
2022-12-31 $1,138,745,109 8,764,297
2022-12-31 $42,097,320 324,000
2022-09-30 $21,794,140 157,700
2022-09-30 $1,155,783,875 8,363,125
2022-09-30 $41,460 300
2022-06-30 $38,418,320 281,000
2022-06-30 $1,194,052,459 8,733,561
2022-06-30 $218,752 1,600
2022-03-31 $49,659,084 284,400
2022-03-31 $1,346,951,318 7,714,056
2022-03-31 $17,461 100
2021-12-31 $1,285,153,286 7,237,446
2021-09-30 $70,750 500
2021-09-30 $10,131,400 71,600
2021-09-30 $1,023,798,063 7,235,322
2021-06-30 $68,480 500
2021-06-30 $48,476,170 353,944