Creative Planning
Holdings in KB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,073,046 | 140,319 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $9,447,677 | 113,951 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $237,281 | 2,873 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $4,183,135 | 77,308 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $5,028,195 | 88,369 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $5,318,527 | 86,130 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $27,738 | 490 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $74,303 | 1,427 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $2,128,444 | 51,449 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $1,770,524 | 43,068 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $1,347,090 | 37,008 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,180,408 | 32,411 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $877,118 | 22,688 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $424,974 | 14,100 | Shares | Sole | 2022-11-03 |