Creative Planning
Holdings in UPBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $977,178 | 55,648 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $15,784 | 668 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $600,919 | 23,941 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $275,348 | 11,492 | Shares | Sole | 2025-05-15 |