Creative Planning
Holdings in KALV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $711,924 | 44,082 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $425,435 | 34,929 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $377,360 | 33,380 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $320,892 | 27,807 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $957 | 113 | Shares | Defined | 2025-02-14 |