Creative Planning
Holdings in JBSS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,452,904 | 48,908 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,405,035 | 37,415 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $2,033,039 | 32,148 | Shares | Defined | 2025-08-08 |
| 2024-12-31 | $5,226 | 60 | Shares | Defined | 2025-02-14 |