Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DJT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $540,350 | 40,812 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,986 | 121 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $25,508 | 1,414 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,304,549 | 66,763 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,115,990 | 32,727 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $376,873 | 23,452 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $338,733 | 10,343 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $583,353 | 9,415 | Shares | Sole | 2024-05-13 |
| 2023-09-30 | $172,869 | 10,528 | Shares | Sole | 2023-11-16 |
| 2022-06-30 | $242,276 | 10,028 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $580,977 | 9,006 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $396,165 | 7,703 | Shares | Sole | 2022-02-11 |