Creative Planning
Holdings in HURN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,575,494 | 14,895 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $30,381 | 207 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,001,978 | 7,285 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,060,669 | 7,394 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $440,750 | 3,547 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $281,315 | 2,588 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $230,687 | 2,342 | Shares | Sole | 2024-08-15 |