Creative Planning

Position in FSV — FirstService Corp

CIK 1540235 OVERLAND PARK, KS

Position in FSV

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$1,564,186

-$98,740 QoQ

Shares Held

11,258

+5.3% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.03553028957186001.ToString("F0")% Shared 0.ToString("F0")% None 99.96446971042813.ToString("F0")%

Real Estate · as of Mar 31, 2026

Creative Planning holds $35,220,048 across 16 Real Estate Services names. FSV ranks #8 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JLL	Jones Lang Lasalle Inc	29,406	$8,948,833
2	CBRE	Cbre Group, Inc.	64,369	$8,719,424
3	CSGP	Costar Group, Inc.	97,231	$3,922,298
4	NMRK	Newmark Group, Inc.	205,236	$3,076,487
5	COMP	Compass, Inc.	282,856	$2,067,677
6	KW	Kennedy-Wilson Holdings, Inc.	152,713	$1,652,354
7	FRPH	Frp Holdings, Inc.	74,531	$1,630,738
8	FSV	FirstService Corp This page	11,258	$1,564,186

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,564,186	11,258	+5.3%	Shares	Sole	2026-05-12
2025-12-31	$1,662,926	10,692	-11.4%	Shares	Sole	2026-02-17
2025-09-30	$2,297,499	12,061	+9.5%	Shares	Sole	2025-11-14
2025-06-30	$1,924,136	11,019	+26.7%	Shares	Defined	2025-08-08
2025-03-31	$1,443,267	8,697	-30.0%	Shares	Sole	2025-05-15
2024-12-31	$2,248,268	12,420	+33.9%	Shares	Defined	2025-02-14
2024-09-30	$1,691,950	9,273	+105.1%	Shares	Defined	2024-10-11
2024-06-30	$688,863	4,521	+0.7%	Shares	Defined	2024-08-15
2024-03-31	$744,607	4,491	+100.6%	Shares	Defined	2024-05-13
2023-12-31	$362,919	2,239	+4.0%	Shares	Defined	2024-02-14
2023-09-30	$313,201	2,152	+17.7%	Shares	Sole	2023-11-16
2023-06-30	$281,675	1,828	—	Shares	Defined	2023-07-21
No filing history on record for this holder in this stock.