Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in RNP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $367,449 | 18,502 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $413,384 | 18,389 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $418,717 | 18,389 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $402,711 | 18,247 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $225,385 | 10,784 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $257,624 | 10,884 | Shares | Sole | 2024-10-11 |
| 2024-03-31 | $251,644 | 11,966 | Shares | Sole | 2024-05-13 |
| 2023-03-31 | $322,636 | 16,537 | Shares | Sole | 2023-05-15 |
| 2022-09-30 | $326,760 | 16,852 | Shares | Sole | 2022-11-03 |
| 2021-12-31 | $204,432 | 7,143 | Shares | Sole | 2022-02-11 |
| 2021-03-31 | $220,753 | 9,051 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $201,497 | 8,826 | Shares | Sole | 2021-01-29 |