Creative Planning
Holdings in HNRG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $726,699 | 38,167 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $759,589 | 38,814 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $654,032 | 41,316 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $314,969 | 25,649 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $25,567 | 2,233 | Shares | Defined | 2025-02-14 |
| 2020-03-31 | $9,490 | 10,000 | Shares | Sole | 2020-05-05 |