Creative Planning
Holdings in BFC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,149,128 | 58,686 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $7,519,400 | 61,985 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $6,725,108 | 57,162 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $5,540,196 | 54,995 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $5,226,898 | 52,749 | Shares | Defined | 2025-02-14 |