Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in RQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $532,034 | 46,588 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $477,413 | 38,285 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $484,877 | 38,946 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $517,233 | 41,181 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $508,192 | 41,519 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $589,514 | 41,603 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $280,600 | 24,024 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $184,932 | 15,309 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $184,028 | 15,035 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $381,422 | 37,690 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $446,739 | 38,512 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $524,932 | 44,038 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $338,755 | 29,457 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $380,475 | 33,820 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $274,939 | 20,231 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $228,280 | 13,645 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $256,883 | 14,099 | Shares | Sole | 2022-02-11 |
| 2021-03-31 | $1,055,637 | 75,836 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $281,331 | 22,688 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $214,434 | 19,301 | Shares | Sole | 2020-11-05 |