Creative Planning
Holdings in LION
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,657,450 | 291,068 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $29,987 | 4,346 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $116,594 | 20,068 | Shares | Sole | 2025-08-08 |