Creative Planning
Holdings in DHIL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,560,636 | 15,107 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $14,001 | 100 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $4,795 | 33 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $321,104 | 2,248 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $342,305 | 2,207 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $354,087 | 2,191 | Shares | Defined | 2024-10-11 |
| 2024-03-31 | $11,100 | 72 | Shares | Defined | 2024-05-13 |
| 2023-03-31 | $493 | 3 | Shares | Sole | 2023-05-15 |