Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in TLK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,940,014 | 234,680 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $44,396 | 2,359 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,144,229 | 67,546 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $880,351 | 59,604 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,539,735 | 93,601 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $1,270,627 | 64,238 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $448 | 24 | Shares | Defined | 2024-08-15 |
| 2024-03-31 | $635,544 | 28,551 | Shares | Defined | 2024-05-13 |
| 2023-12-31 | $559,326 | 21,713 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $475,999 | 19,751 | Shares | Defined | 2023-11-16 |
| 2023-06-30 | $856,427 | 32,112 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $773,431 | 28,362 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $206,421 | 8,655 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $344,122 | 11,928 | Shares | Sole | 2022-11-03 |
| 2022-03-31 | $18,658 | 584 | Shares | Sole | 2022-05-16 |