Creative Planning

Position in FSV — FirstService Corp

CIK 1540235 OVERLAND PARK, KS

Position in FSV

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,314,715

+$1,750,529 QoQ

Shares Held

23,325

+107.2% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#100

of 275 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Jun 30, 2026

Creative Planning holds $44,083,227 across 15 Real Estate Services names. FSV ranks #6 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBRE	Cbre Group, Inc.	77,132	$10,388,908
2	JLL	Jones Lang Lasalle Inc	29,924	$9,274,943
3	CSGP	Costar Group, Inc.	272,391	$7,714,112
4	COMP	Compass, Inc.	343,825	$4,239,361
5	NMRK	Newmark Group, Inc.	220,760	$3,335,683
6	FSV	FirstService Corp This page	23,325	$3,314,715
7	FRPH	Frp Holdings, Inc.	90,468	$2,260,794
8	MMI	Marcus & Millichap, Inc.	49,329	$1,537,584

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,314,715	23,325	+107.2%	Shares	Defined	2026-08-13
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.