Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BCX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,375,684 | 125,290 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,143,555 | 112,444 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,165,941 | 123,380 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,090,649 | 116,897 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,035,466 | 121,249 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $111,379 | 11,602 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $106,622 | 11,602 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $105,745 | 11,646 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $103,008 | 11,600 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $117,280 | 12,734 | Shares | Sole | 2023-11-16 |
| 2022-06-30 | $241,139 | 26,853 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $296,446 | 26,852 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $250,121 | 26,751 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $252,031 | 28,223 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $254,820 | 27,051 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $261,452 | 29,476 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $195,372 | 26,366 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $156,877 | 26,366 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $167,692 | 27,356 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $132,884 | 26,366 | Shares | Sole | 2020-05-05 |