Creative Planning
Holdings in NBTB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,172,192 | 28,232 | Shares | Sole | 2026-02-17 |
| 2022-06-30 | $279,218 | 7,428 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $268,373 | 7,428 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $286,126 | 7,428 | Shares | Sole | 2022-02-11 |