Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BBVA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $17,666,252 | 757,883 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $12,805,138 | 665,202 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $8,309,698 | 540,644 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $7,325,720 | 537,865 | Shares | Defined | 2025-05-15 |
| 2024-12-31 | $4,358,632 | 448,419 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $4,065,021 | 375,002 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $78,283 | 7,805 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $4,023,066 | 339,786 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $107,060 | 11,752 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $55,351 | 6,876 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $21,388 | 2,785 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $983,093 | 139,446 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $738,382 | 122,859 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $526,857 | 118,395 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $396,851 | 87,799 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $263,401 | 46,292 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $273,125 | 46,529 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $299,653 | 45,471 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $151,157 | 24,341 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $218,952 | 41,945 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $189,908 | 38,443 | Shares | Sole | 2021-01-29 |
| 2020-06-30 | $34,374 | 10,110 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $37,111 | 12,128 | Shares | Sole | 2020-05-05 |