Creative Planning
Holdings in KELYA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $135,088 | 15,351 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,968,236 | 150,018 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,005,713 | 85,885 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $758,829 | 57,618 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $833,513 | 59,793 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $203,372 | 9,499 | Shares | Defined | 2024-10-11 |