Creative Planning
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $43,290,714 | 3,466,030 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $59,825 | 4,786 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $67,255,462 | 4,916,335 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $78,833,377 | 4,872,273 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $240,063 | 13,389 | Shares | Defined | 2025-02-14 |
| 2021-03-31 | $165,792 | 12,560 | Shares | Sole | 2021-04-30 |