Creative Planning

CIK

0001540235

City

Overland Park

State / Country

Stock

Holdings in MAR

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$54,870,287	176,864	+6699.8%	Shares	Sole	2026-02-17
2025-09-30	$677,404	2,601	-97.7%	Shares	Defined	2025-11-14
2025-06-30	$31,315,330	114,620	+26.5%	Shares	Sole	2025-08-08
2025-03-31	$21,577,585	90,586	-1.4%	Shares	Sole	2025-05-15
2024-12-31	$25,637,375	91,910	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$24,194,249	97,322	+6.8%	Shares	Defined	2024-10-11
2024-06-30	$22,039,751	91,160	+3779.1%	Shares	Defined	2024-08-15
2024-03-31	$592,928	2,350	-96.9%	Shares	Defined	2024-05-13
2023-12-31	$17,030,063	75,518	+45.7%	Shares	Defined	2024-02-14
2023-09-30	$10,188,490	51,834	-1.4%	Shares	Defined	2023-11-16
2023-06-30	$9,661,174	52,595	-3.9%	Shares	Defined	2023-07-21
2023-03-31	$9,091,851	54,757	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$8,009,984	53,798	+10.9%	Shares	Sole	2023-02-10
2022-09-30	$6,799,312	48,518	+2.7%	Shares	Sole	2022-11-03
2022-06-30	$6,428,512	47,265	+28.8%	Shares	Sole	2022-08-15
2022-03-31	$6,447,740	36,687	+2.3%	Shares	Sole	2022-05-16
2021-12-31	$5,927,489	35,872	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$5,261,933	35,532	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$4,834,855	35,415	+2113.4%	Shares	Sole	2021-08-04
2021-03-31	$236,976	1,600	-95.9%	Shares	Sole	2021-04-30
2021-03-31	$5,711,714	38,564	+3113.7%	Shares	Sole	2021-04-30
2020-12-31	$158,304	1,200	-96.8%	Shares	Sole	2021-01-29
2020-12-31	$4,989,742	37,824	+26.2%	Shares	Sole	2021-01-29
2020-09-30	$2,774,344	29,967	+3.1%	Shares	Sole	2020-11-05
2020-06-30	$2,491,999	29,068	+9589.3%	Shares	Sole	2020-07-23
2020-06-30	$25,719	300	-99.1%	Shares	Sole	2020-07-23
2020-03-31	$2,466,336	32,968	—	Shares	Sole	2020-05-05