Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in SMFG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $12,419,389 | 642,493 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $9,394,789 | 561,218 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $7,210,794 | 477,220 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $8,369,657 | 541,375 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $6,915,033 | 477,228 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $4,755,068 | 376,490 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $43,112 | 3,215 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $3,629,302 | 308,352 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $2,371,512 | 244,991 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $2,234,176 | 226,820 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $1,686,348 | 196,087 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $1,265,368 | 158,171 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,018,820 | 127,035 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $684,442 | 124,444 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $481,611 | 81,629 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $318,321 | 50,769 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $324,745 | 47,827 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $328,306 | 46,834 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $176,707 | 25,647 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $316,846 | 43,703 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $247,805 | 40,163 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $242,879 | 43,449 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $103,497 | 18,416 | Shares | Sole | 2020-07-23 |