Creative Planning
Holdings in CLBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,880,074 | 185,333 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,774,402 | 184,837 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,764,009 | 121,572 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $786,015 | 52,401 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $493,429 | 31,210 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $473,094 | 27,715 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $583 | 39 | Shares | Defined | 2024-08-15 |