Creative Planning
Holdings in CMCO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,552,879 | 147,993 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $7,557 | 527 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $8,871 | 581 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,360,173 | 80,341 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $556,328 | 14,939 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $368,964 | 10,249 | Shares | Defined | 2024-10-11 |