Creative Planning
Holdings in EFC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $449,226 | 33,080 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,233 | 95 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $175,858 | 13,538 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $140,965 | 10,936 | Shares | Sole | 2024-10-11 |
| 2023-12-31 | $148,528 | 11,686 | Shares | Defined | 2024-02-14 |
| 2023-03-31 | $181,819 | 14,891 | Shares | Sole | 2023-05-15 |