Creative Planning
Holdings in ESQ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $489,221 | 4,793 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $38,780 | 380 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $442,629 | 4,676 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $228,627 | 3,033 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $236,830 | 2,979 | Shares | Defined | 2025-02-14 |