Creative Planning
Holdings in CIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $300,470 | 24,173 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $687 | 52 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $301,894 | 21,766 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $153,164 | 11,938 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $163,366 | 11,669 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $230,943 | 14,589 | Shares | Sole | 2024-10-11 |