Creative Planning
Holdings in NRIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $377,383 | 14,182 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $15,075 | 696 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $3,986 | 171 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $50,942 | 2,783 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,825 | 145 | Shares | Defined | 2025-02-14 |
| 2023-09-30 | $1,911 | 193 | Shares | Sole | 2023-11-16 |