Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in SBS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $989,369 | 41,483 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $8,313 | 334 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $644,797 | 29,349 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $417,906 | 23,399 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $230,110 | 16,058 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $285,943 | 17,288 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $2,380 | 177 | Shares | Defined | 2024-08-15 |