Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NAC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $988,367 | 83,689 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $845,871 | 73,554 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $213,659 | 19,128 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $772,626 | 68,739 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $396,267 | 35,099 | Shares | Sole | 2025-02-14 |
| 2021-03-31 | $157,411 | 10,593 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $153,570 | 10,130 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $147,492 | 10,130 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $191,374 | 13,411 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $153,848 | 11,238 | Shares | Sole | 2020-05-05 |