Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DBC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,014,565 | 224,265 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $4,920,642 | 218,404 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,717,721 | 216,310 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $12,269,137 | 545,295 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $11,673,586 | 546,005 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $12,413,921 | 557,428 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $13,018,556 | 560,420 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $12,987,605 | 565,416 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $12,509,286 | 567,572 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $14,300,931 | 572,954 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $13,740,605 | 605,313 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $14,347,197 | 604,347 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $14,890,325 | 604,070 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $14,737,024 | 616,354 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $16,515,521 | 619,952 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $16,683,794 | 640,207 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $15,736,216 | 757,277 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $17,115,263 | 848,130 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $16,306,001 | 847,065 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $29,429,930 | 1,771,820 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $25,886,582 | 1,760,992 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $11,326,389 | 867,258 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $21,311,884 | 1,731,266 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $8,083,057 | 718,494 | Shares | Sole | 2020-05-05 |