Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in EFSC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,722,950 | 50,425 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,066,040 | 52,881 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $3,614,118 | 65,592 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $3,068,339 | 57,096 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,355,037 | 41,756 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $2,246,827 | 43,832 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $490 | 12 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $1,361,030 | 33,556 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $42,462 | 951 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,196,699 | 31,912 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $1,213,780 | 31,043 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,343,897 | 30,139 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,473,891 | 30,104 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $1,231,974 | 27,974 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $1,075,140 | 25,907 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $1,225,660 | 25,907 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,102,329 | 23,409 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $1,059,959 | 23,409 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $1,085,943 | 23,409 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $2,280,617 | 46,129 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $1,612,208 | 46,129 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $1,257,937 | 46,129 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $1,435,534 | 46,129 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $1,247,744 | 44,706 | Shares | Sole | 2020-05-05 |