Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in PIPR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $2,239,962 26,375
2025-09-30 $1,807,296 20,834
2025-06-30 $996,692 14,344
2025-03-31 $783,162 12,649
2024-12-31 $852,457 11,368
2024-09-30 $658,935 9,287
2024-06-30 $393,533 6,839
2024-03-31 $278,580 5,614
2023-12-31 $159,305 3,644
2023-09-30 $117,736 3,241
2023-06-30 $80,916 2,504
2023-03-31 $93,457 2,697
2022-12-31 $93,671 2,878
2022-09-30 $80,990 3,093
2022-06-30 $73,173 2,582
2022-03-31 $74,550 2,272
2021-12-31 $99,474 2,229
2021-09-30 $73,279 2,117
2021-06-30 $68,180 2,105
2021-03-31 $57,127 2,084
2020-12-31 $50,702 2,010