Skip to main content

Creative Planning

Position in PPHC — Public Policy Holding Company, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in PPHC

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$2,925,407
New position
Shares Held
223,655
first reported quarter
Ownership
0.773%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Consulting Services

Industrials · as of Mar 31, 2026

Creative Planning holds $28,319,495 across 9 Consulting Services names. PPHC ranks #4 (10.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PPHC
Public Policy Holding Company, Inc.
This page
223,655 $2,925,407

All Filings in PPHC

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $2,925,407 223,655