Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in HMY

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,143,025 157,941
2025-09-30 $41,472 2,285
2025-06-30 $21,402 1,532
2025-03-31 $1,370,153 92,766
2024-12-31 $696,191 84,798
2024-09-30 $607,005 59,686
2024-06-30 $440 48
2024-03-31 $390,248 47,766
2023-12-31 $276,171 44,906
2023-09-30 $131,915 35,084
2023-06-30 $188,655 44,918
2023-03-31 $175,823 42,884
2022-12-31 $149,844 44,072
2022-09-30 $83,774 34,475
2022-06-30 $44,564 14,238
2022-03-31 $68,679 13,654
2021-12-31 $75,640 18,404
2021-09-30 $70,572 22,404
2021-06-30 $83,566 22,404
2021-03-31 $97,681 22,404
2020-12-31 $104,850 22,404
2020-12-31 $7,956 1,700
2020-09-30 $170,769 32,404
2020-09-30 $8,959 1,700
2020-06-30 $135,124 32,404
2020-03-31 $70,640 32,404