Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in PCN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $317,749 | 24,902 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $284,191 | 21,240 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $167,178 | 13,174 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $171,512 | 12,565 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $171,869 | 12,807 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $142,510 | 10,043 | Shares | Sole | 2024-10-11 |
| 2023-12-31 | $215,834 | 17,392 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $139,553 | 11,467 | Shares | Sole | 2023-11-16 |
| 2021-03-31 | $299,133 | 17,271 | Shares | Sole | 2021-04-30 |