Creative Planning
Holdings in AHRT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $258,795 | 39,093 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $48,165 | 6,871 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $18,974 | 2,762 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $27,232 | 2,662 | Shares | Defined | 2025-02-14 |