Creative Planning
Holdings in APPF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,539,580 | 41,004 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $11,712,792 | 42,490 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $230 | 1 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $2,659,030 | 12,092 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $3,616,915 | 14,660 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $233,281 | 991 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $523,868 | 2,142 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $308,178 | 1,249 | Shares | Sole | 2024-05-13 |
| 2020-12-31 | $728,981 | 4,049 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $567,240 | 4,000 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $1,053,709 | 6,476 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $1,003,653 | 9,046 | Shares | Sole | 2020-05-05 |