Creative Planning
Holdings in HWC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,894,032 | 61,150 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,769,796 | 28,267 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $65,091 | 1,134 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,294,203 | 24,675 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $854,288 | 15,612 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $789,091 | 15,421 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $19,227 | 402 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $569,790 | 12,376 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $598,725 | 12,322 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $372,230 | 10,063 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $399,574 | 10,411 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $831,776 | 22,851 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $745,738 | 15,411 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $727,279 | 15,876 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $623,767 | 14,071 | Shares | Sole | 2022-08-15 |