Creative Planning
Holdings in PUBM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $169,097 | 19,064 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $125,185 | 15,119 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $264,897 | 21,294 | Shares | Sole | 2025-08-08 |
| 2024-12-31 | $186,371 | 12,687 | Shares | Defined | 2025-02-14 |
| 2023-03-31 | $290,427 | 21,015 | Shares | Sole | 2023-05-15 |
| 2021-09-30 | $255,357 | 9,691 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $236,920 | 6,064 | Shares | Sole | 2021-08-04 |