Creative Planning
Holdings in STOK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,323,938 | 41,712 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $923,174 | 39,284 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $501,840 | 44,215 | Shares | Defined | 2025-08-08 |
| 2025-03-31 | $83,776 | 12,598 | Shares | Sole | 2025-05-15 |