Creative Planning
Holdings in COLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,993,666 | 232,789 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $21,248 | 1,736 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $974,068 | 58,573 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $999,370 | 46,569 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $982,238 | 45,899 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $512,280 | 18,121 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $451,442 | 17,676 | Shares | Sole | 2024-08-15 |
| 2023-12-31 | $407,343 | 13,457 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $202,469 | 6,658 | Shares | Sole | 2023-11-16 |