Creative Planning
Holdings in NBBK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,040,450 | 52,495 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $432,689 | 24,515 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $341,268 | 19,108 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $525,656 | 29,090 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $436,653 | 24,178 | Shares | Defined | 2025-02-14 |