Creative Planning
Holdings in CRSR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $229,806 | 38,688 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $30,800 | 3,453 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $458,778 | 48,651 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $842,922 | 95,138 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $593,624 | 89,807 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $571,986 | 82,182 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $5,210 | 472 | Shares | Defined | 2024-08-15 |