Position in BTU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,140,727
+$1,117,952 QoQ
Shares Held
156,016
+15.2% QoQ
Ownership
0.128%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 0.5948107886370629.ToString("F0")%
Shared 0.ToString("F0")%
None 99.40518921136294.ToString("F0")%
Common Shares in BTU Over Time
Shares Held
Position Value (USD)
Position in Thermal Coal
Energy · as of Mar 31, 2026Creative Planning holds $11,658,727 across 3 Thermal Coal names. BTU ranks #1 (44.1% of the industry book) .
All Filings in BTU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,140,727 | 156,016 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,022,775 | 135,447 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,367,138 | 126,966 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,426,384 | 106,288 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $855,072 | 63,105 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,467 | 16,689 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $471,270 | 17,757 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $241,395 | 10,913 | Shares | Defined | 2024-08-15 | |
| 2022-06-30 | $837,031 | 39,242 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 | $563,266 | 184,074 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $33,195 | 13,774 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $148,414 | 64,528 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $70,640 | 24,528 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||