Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $382,426 | 16,364 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $303,531 | 13,197 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $336,155 | 15,745 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $275,387 | 14,910 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $216,336 | 10,763 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $212,238 | 10,779 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $234,242 | 11,718 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $195,835 | 10,048 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $209,646 | 11,034 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $218,540 | 11,718 | Shares | Defined | 2023-11-16 |
| 2022-06-30 | $190,145 | 10,816 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $225,838 | 10,816 | Shares | Sole | 2022-05-16 |