Creative Planning
Holdings in BFS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $568,485 | 18,030 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $341,399 | 10,000 | Shares | Defined | 2025-08-08 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $568,485 | 18,030 | Shares | Sole | 2026-02-17 |
| 2025-06-30 | $341,399 | 10,000 | Shares | Defined | 2025-08-08 |