Position in CCS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,867,852
+$2,316 QoQ
Shares Held
49,980
+3.5% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.6382553021208484.ToString("F0")%
Shared 0.ToString("F0")%
None 99.36174469787915.ToString("F0")%
Common Shares in CCS Over Time
Shares Held
Position Value (USD)
Position in Real Estate - Development
Real Estate · as of Mar 31, 2026Creative Planning holds $5,776,390 across 3 Real Estate - Development names. CCS ranks #1 (49.6% of the industry book) .
All Filings in CCS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,867,852 | 49,980 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,865,536 | 48,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,061,848 | 48,317 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,134,020 | 37,891 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,170,492 | 17,444 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $593,628 | 8,092 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,000,244 | 9,713 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $515,763 | 6,316 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $427,398 | 4,429 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $286,908 | 3,148 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||