Creative Planning

CIK

0001540235

City

Overland Park

State / Country

Stock

RLI — RLI CORP

Holdings in RLI

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$6,948,995	108,612	+84.8%	Shares	Sole	2026-02-17
2025-09-30	$3,832,456	58,762	+27.2%	Shares	Sole	2025-11-14
2025-06-30	$3,337,574	46,214	+34.4%	Shares	Defined	2025-08-08
2025-03-31	$2,762,629	34,391	+96.1%	Shares	Sole	2025-05-15
2024-12-31	$1,445,475	17,539	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$1,440,228	18,586	+2.5%	Shares	Defined	2024-10-11
2024-06-30	$1,275,706	18,135	+3.3%	Shares	Sole	2024-08-15
2024-03-31	$1,303,120	17,554	+1.6%	Shares	Sole	2024-05-13
2023-12-31	$1,149,490	17,270	-4.7%	Shares	Defined	2024-02-14
2023-09-30	$1,231,298	18,122	-0.4%	Shares	Defined	2023-11-16
2023-06-30	$1,240,921	18,186	+7.5%	Shares	Sole	2023-07-21
2023-03-31	$1,124,086	16,915	+1.9%	Shares	Sole	2023-05-15
2022-12-31	$1,089,212	16,595	-1.7%	Shares	Sole	2023-02-10
2022-09-30	$864,599	16,890	+3.7%	Shares	Sole	2022-11-03
2022-06-30	$949,742	16,292	+6.9%	Shares	Sole	2022-08-15
2022-03-31	$842,889	15,238	+0.4%	Shares	Sole	2022-05-16
2021-12-31	$850,446	15,173	+1.5%	Shares	Sole	2022-02-11
2021-09-30	$749,367	14,947	+0.4%	Shares	Sole	2021-11-10
2021-06-30	$778,724	14,891	+0.4%	Shares	Sole	2021-08-04
2021-03-31	$827,403	14,832	+1.2%	Shares	Sole	2021-04-30
2020-12-31	$762,950	14,651	+0.5%	Shares	Sole	2021-01-29
2020-09-30	$610,224	14,576	+0.0%	Shares	Sole	2020-11-05
2020-06-30	$598,303	14,575	-0.1%	Shares	Sole	2020-07-23
2020-03-31	$641,185	14,584	—	Shares	Sole	2020-05-05