Creative Planning

Position in AG — First Majestic Silver Corp

CIK 1540235 OVERLAND PARK, KS

Back to AG Full portfolio

Position in AG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$670,055

-$11,784 QoQ

Shares Held

39,508

+24.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#167

of 346 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AG Over Time

Shares Held

Position Value (USD)

Derivatives in AG

reported options exposure · as of Mar 31, 2021

CallValue

$313,600

CallShares

21,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Silver

Basic Materials · as of Jun 30, 2026

Creative Planning holds $1,219,239 across 3 Silver names. AG ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AG	First Majestic Silver Corp This page	39,508	$670,055
2	SVM	Silvercorp Metals Inc	44,464	$449,086
3	NEWP	New Pacific Metals Corp	24,900	$100,098

All Filings in AG

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19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$670,055	39,508	+24.5%	Shares	Defined	2026-08-13
2026-03-31	$681,839	31,743	+22.9%	Shares	Sole	2026-05-12
2025-12-31	$430,377	25,833	-9.1%	Shares	Sole	2026-02-17
2025-09-30	$349,404	28,430	-1.4%	Shares	Defined	2025-11-14
2025-06-30	$238,481	28,837	+25.3%	Shares	Sole	2025-08-08
2025-03-31	$153,930	23,009	+88.5%	Shares	Sole	2025-05-15
2024-12-31	$67,027	12,209	+1.9%	Shares	Sole	2025-02-14
2024-09-30	$71,874	11,979	+19.3%	Shares	Sole	2024-10-11
2023-12-31	$61,733	10,038	-4.4%	Shares	Sole	2024-02-14
2023-09-30	$53,839	10,495	-39.5%	Shares	Sole	2023-11-16
2022-06-30	$124,508	17,341	+1.4%	Shares	Sole	2022-08-15
2022-03-31	$225,167	17,110	-41.8%	Shares	Sole	2022-05-16
2021-12-31	$326,822	29,417	+39.7%	Shares	Sole	2022-02-11
2021-03-31	$313,600	21,500	—	Call	Sole	2021-04-30
2021-03-31	$328,021	21,054	-1.0%	Shares	Sole	2021-04-30
2020-12-31	$285,680	21,256	+39.5%	Shares	Sole	2021-01-29
2020-09-30	$145,103	15,242	-17.4%	Shares	Sole	2020-11-05
2020-06-30	$183,547	18,447	-18.3%	Shares	Sole	2020-07-23
2020-03-31	$139,751	22,577	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.