Creative Planning
Holdings in SD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,281,870 | 366,034 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $67,905 | 6,020 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $2,582,073 | 238,639 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $608,743 | 53,305 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $425,177 | 36,309 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $191,827 | 15,685 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $114,611 | 8,864 | Shares | Sole | 2024-08-15 |