Creative Planning
Holdings in BDC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,048,364 | 34,735 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $4,349,805 | 36,167 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,442,386 | 29,727 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $2,481,388 | 24,752 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,586,876 | 22,972 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $2,335,688 | 19,941 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $1,876 | 20 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $1,097,058 | 11,846 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $430,050 | 5,567 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $29,351 | 304 | Shares | Defined | 2023-11-16 |