Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,104,501 | 94,970 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $36,778 | 3,229 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $35,260 | 3,229 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $1,061,076 | 94,739 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,250,410 | 110,852 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $343,311 | 28,681 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $252,016 | 21,991 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $35,745 | 3,229 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $301,059 | 27,369 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $459,963 | 47,517 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $526,180 | 48,141 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $5,842,814 | 525,433 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $591,467 | 52,020 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $555,577 | 52,413 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $631,656 | 53,758 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $741,739 | 56,449 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $893,115 | 57,251 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $972,099 | 63,996 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $926,378 | 59,005 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,273,541 | 85,934 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $1,232,990 | 81,655 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $1,128,615 | 78,704 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $1,273,379 | 91,610 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $1,384,383 | 102,244 | Shares | Sole | 2020-05-05 |