Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HMC

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $4,768,950 161,769
2025-09-30 $5,147,881 167,139
2025-06-30 $3,702,723 128,433
2025-03-31 $3,627,389 133,704
2024-12-31 $2,872,158 100,601
2024-09-30 $4,973,866 156,756
2024-06-30 $2,739 85
2024-03-31 $156,477 4,203
2023-12-31 $2,509,674 81,193
2023-09-30 $2,557,110 76,014
2023-06-30 $1,761,071 58,102
2023-03-31 $1,060,791 40,045
2022-12-31 $527,928 23,094
2022-09-30 $638,653 29,581
2022-06-30 $465,201 19,263
2022-03-31 $750,670 26,563
2021-12-31 $1,239,708 43,575
2021-09-30 $388,374 12,663
2021-06-30 $201,028 6,247
2021-03-31 $320,603 10,616
2020-12-31 $265,352 9,393
2020-09-30 $216,712 9,144