Creative Planning
Holdings in BBSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $840,108 | 23,201 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $611,571 | 13,799 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $400,974 | 9,618 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $234,266 | 5,693 | Shares | Sole | 2025-05-15 |