Creative Planning
Holdings in PDLB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $275,203 | 16,832 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $203,462 | 13,841 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $185,995 | 13,439 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $171,577 | 13,542 | Shares | Sole | 2025-05-15 |