Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,488,798 | 178,086 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,647,256 | 198,944 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $982,308 | 120,974 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $697,272 | 95,347 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $655,146 | 77,489 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $351,052 | 46,441 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $821,758 | 108,430 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $180,724 | 24,417 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $334,032 | 47,201 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $248,479 | 31,361 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $251,794 | 30,528 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $90,520 | 11,806 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $223,100 | 30,756 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $166,085 | 19,690 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $139,036 | 16,464 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $248,557 | 17,923 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $201,495 | 14,326 | Shares | Sole | 2022-02-11 |
| 2021-03-31 | $718,710 | 54,210 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $613,967 | 53,179 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $361,649 | 33,132 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $332,825 | 33,087 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $301,238 | 37,692 | Shares | Sole | 2020-05-05 |