Creative Planning
Holdings in BGR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $493,370 | 36,438 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $435,434 | 32,088 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $429,756 | 32,410 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $444,419 | 32,726 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $404,049 | 32,042 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $411,348 | 31,937 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $416,059 | 31,472 | Shares | Sole | 2024-08-15 |