Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NCA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $166,998 | 18,659 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $184,336 | 20,712 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $179,780 | 20,712 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $203,967 | 23,580 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $249,013 | 29,469 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $159,216 | 17,458 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $151,360 | 17,458 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $157,122 | 17,458 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $156,423 | 17,458 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $143,330 | 17,458 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $149,265 | 17,458 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $153,804 | 17,458 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $147,520 | 17,458 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $144,203 | 17,458 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $152,408 | 17,458 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $170,614 | 18,626 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $198,858 | 19,650 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $207,307 | 19,650 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $210,255 | 19,650 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $202,867 | 19,850 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $214,380 | 19,850 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $213,983 | 19,850 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $204,911 | 20,050 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $200,500 | 20,050 | Shares | Sole | 2020-05-05 |