Creative Planning

Position in BV — BrightView Holdings, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in BV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$619,837

+$275,169 QoQ

Shares Held

43,743

+49.6% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#91

of 185 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Creative Planning holds $127,553,070 across 30 Specialty Business Services names. BV ranks #22 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTAS	Cintas Corp	153,669	$26,136,022
2	EBF	Ennis, Inc.	598,416	$12,716,339
3	CPRT	Copart Inc	374,768	$10,564,708
4	GPN	Global Payments Inc	136,323	$9,891,596
5	DLB	Dolby Laboratories, Inc.	179,721	$9,449,729
6	RELX	Relx PLC	239,729	$7,592,217
7	RBA	Rb Global Inc.	54,749	$6,375,520
8	UNF	Unifirst Corp	24,046	$6,359,205

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,837	43,743	+49.6%	Shares	Defined	2026-08-13
2026-03-31	$344,668	29,234	-21.0%	Shares	Sole	2026-05-12
2025-12-31	$469,068	37,022	+62.9%	Shares	Sole	2026-02-17
2025-09-30	$304,474	22,722	-0.5%	Shares	Defined	2025-11-14
2025-06-30	$380,302	22,841	+3.9%	Shares	Defined	2025-08-08
2025-03-31	$282,261	21,983	-12.4%	Shares	Sole	2025-05-15
2024-12-31	$401,333	25,099	+4.5%	Shares	Sole	2025-02-14
2024-09-30	$378,059	24,019	+7.0%	Shares	Sole	2024-10-11
2024-06-30	$298,651	22,455	+18.7%	Shares	Sole	2024-08-15
2024-03-31	$225,183	18,923	+13.9%	Shares	Sole	2024-05-13
2023-12-31	$139,873	16,612	-4.1%	Shares	Sole	2024-02-14
2023-09-30	$134,245	17,322	+6.8%	Shares	Sole	2023-11-16
2023-06-30	$116,481	16,223	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.