Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in HII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,964,051 | 29,300 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $4,836,312 | 16,798 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $2,073,175 | 8,586 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,684,350 | 8,255 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,287,263 | 6,812 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,612,453 | 6,099 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $2,216 | 9 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $1,738,326 | 5,964 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $1,435,549 | 5,529 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,062,179 | 5,192 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $1,232,225 | 5,414 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $853,129 | 4,121 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $978,083 | 4,240 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $826,859 | 3,733 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $803,102 | 3,687 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $662,739 | 3,323 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $636,783 | 3,410 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $649,839 | 3,366 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $700,743 | 3,325 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $634,635 | 3,083 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $504,620 | 2,960 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $440,829 | 3,132 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $502,531 | 2,880 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $431,655 | 2,369 | Shares | Sole | 2020-05-05 |