Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in GSBD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $1,912,384 206,076
2025-09-30 $213,132 20,957
2025-06-30 $2,552,501 226,889
2025-03-31 $243,729 20,957
2024-12-31 $4,218,228 348,614
2024-09-30 $6,396,321 464,849
2024-06-30 $46,593 3,100
2024-03-31 $414,856 27,694
2023-12-31 $8,908,357 608,079
2023-09-30 $9,771,638 671,129
2023-06-30 $9,818,146 708,380
2023-03-31 $9,955,791 729,362
2022-12-31 $11,039,029 804,594
2022-09-30 $13,713,324 949,019
2022-06-30 $16,164,657 962,182
2022-03-31 $21,510,503 1,096,915
2021-12-31 $22,746,637 1,187,194
2021-09-30 $22,511,559 1,226,788
2021-06-30 $25,368,985 1,294,336
2021-03-31 $21,541,835 1,114,425
2020-12-31 $17,790,395 930,460
2020-09-30 $671,460 44,645
2020-06-30 $725,188 44,682
2020-03-31 $526,515 42,702