Creative Planning
Holdings in HTLD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $483,944 | 53,593 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $18,712 | 2,233 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $673,116 | 77,907 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $192,024 | 20,827 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $202,666 | 18,063 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $303,905 | 24,748 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $826 | 67 | Shares | Defined | 2024-08-15 |