Creative Planning

CIK
0001540235
City
Overland Park
State / Country
KS

Holdings in SONY

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $45,794,969 1,788,866
2025-09-30 $645,443 22,419
2025-06-30 $44,270,808 1,700,761
2025-03-31 $439,018 17,291
2024-12-31 $33,661,898 1,590,827
2024-09-30 $5,857,839 303,295
2024-06-30 $1,882 111
2024-03-31 $30,043 1,752
2023-12-31 $5,268,210 278,182
2023-09-30 $4,282,913 259,854
2023-06-30 $4,985,747 276,863
2023-03-31 $4,923,581 271,571
2022-12-31 $4,071,307 266,866
2022-09-30 $3,573,503 278,962
2022-06-30 $4,241,524 259,357
2022-03-31 $5,332,415 259,586
2021-12-31 $1,755,468 69,441
2021-09-30 $1,542,369 69,740
2021-06-30 $1,212,838 62,376
2021-03-31 $1,384,766 65,313
2020-12-31 $1,492,660 73,821
2020-09-30 $769,035 50,100
2020-06-30 $560,450 40,536
2020-03-31 $332,425 28,086