Creative Planning
Holdings in BTC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,579,293 | 40,777 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,980,848 | 39,124 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,704,770 | 35,702 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,121,994 | 30,748 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,140,371 | 27,236 | Shares | Defined | 2025-02-14 |