Creative Planning
Holdings in CLMB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $56,431 | 2,196 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $70,453 | 2,090 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $55,432 | 2,074 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $55,352 | 1,999 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $57,639 | 1,819 | Shares | Defined | 2025-02-14 |