Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in IHG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,709,496 | 33,441 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $135,326 | 1,116 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $127,681 | 1,107 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $2,414,377 | 22,031 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,927,750 | 23,437 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $2,432,768 | 22,018 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $10,383 | 98 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $2,328,006 | 22,033 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $1,606,135 | 17,615 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $123,487 | 1,652 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $25,150 | 357 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $597,201 | 8,967 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $338,430 | 5,801 | Shares | Sole | 2023-02-10 |