Creative Planning
Holdings in UPB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $318,985 | 11,749 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $74,167 | 3,943 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $108,372 | 9,870 | Shares | Sole | 2025-08-08 |