Creative Planning
Holdings in ACCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $377,513 | 101,210 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $36,923 | 9,254 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $194,827 | 54,421 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $148,732 | 35,497 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $3,213 | 612 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $2,192 | 382 | Shares | Sole | 2023-11-16 |
| 2023-03-31 | $74 | 14 | Shares | Sole | 2023-05-15 |