Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in DSU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $611,543 | 60,073 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $637,964 | 60,072 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $634,476 | 60,083 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $627,141 | 60,071 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $584,838 | 54,353 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $599,513 | 54,353 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $589,186 | 54,353 | Shares | Sole | 2024-08-15 |
| 2022-03-31 | $2,084 | 200 | Shares | Sole | 2022-05-16 |
| 2020-03-31 | $94,589 | 11,194 | Shares | Sole | 2020-05-05 |