Creative Planning
Holdings in SB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $89,136 | 18,493 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $68,598 | 15,450 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $44,464 | 12,317 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $64,331 | 17,434 | Shares | Sole | 2025-05-15 |