Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BDJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $240,393 | 25,358 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $137,972 | 15,520 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $336,225 | 39,096 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $290,412 | 35,074 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $281,531 | 32,547 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $1,072,435 | 131,265 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $842,490 | 102,120 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $290,328 | 37,754 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $317,405 | 41,709 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $375,375 | 45,009 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $397,605 | 46,287 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $434,471 | 48,221 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $405,281 | 49,973 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $455,822 | 51,622 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $517,779 | 52,301 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $527,194 | 52,301 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $492,312 | 50,236 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $649,626 | 64,129 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $418,661 | 44,256 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $381,624 | 45,056 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $395,273 | 54,073 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $478,054 | 65,130 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $609,425 | 93,327 | Shares | Sole | 2020-05-05 |