Creative Planning
Holdings in KMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,554,996 | 89,933 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $878,389 | 41,968 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $679,983 | 29,616 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $443,487 | 20,821 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $215,483 | 8,971 | Shares | Defined | 2025-02-14 |