Creative Planning
Holdings in NVEC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $517,476 | 8,722 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $388,225 | 5,948 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $287,299 | 3,903 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $352,418 | 5,529 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $202,434 | 2,486 | Shares | Defined | 2025-02-14 |