Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in NZF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $830,657 | 66,030 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $663,406 | 52,819 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $463,974 | 38,924 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $459,640 | 37,583 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $592,788 | 48,709 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $437,120 | 33,368 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $414,009 | 33,523 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $372,328 | 30,419 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $532,951 | 45,089 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $523,784 | 50,219 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $458,599 | 39,331 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $422,109 | 35,323 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $383,382 | 31,737 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $389,649 | 34,270 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $415,648 | 33,093 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $635,987 | 43,531 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $870,372 | 50,899 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $718,809 | 42,991 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $963,484 | 55,984 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $575,166 | 35,592 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $517,580 | 32,108 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $464,277 | 31,605 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $888,463 | 60,194 | Shares | Sole | 2020-07-23 |
| 2020-03-31 | $886,677 | 63,019 | Shares | Sole | 2020-05-05 |