Creative Planning
Holdings in GHM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,095,185 | 17,051 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $808,347 | 14,724 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $550,501 | 11,119 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $210,126 | 7,291 | Shares | Sole | 2025-05-15 |