Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in BMEZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $291,051 | 19,339 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $208,614 | 14,467 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $152,496 | 10,694 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $160,756 | 10,789 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $170,467 | 11,838 | Shares | Sole | 2025-02-14 |
| 2021-03-31 | $664,075 | 25,250 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $723,412 | 25,250 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $596,250 | 25,000 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $522,750 | 25,000 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $447,500 | 25,000 | Shares | Sole | 2020-05-05 |