Position in URG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,081
+$74,150 QoQ
Shares Held
105,207
+127.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 163 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URG Over Time
Shares Held
Position Value (USD)
Position in Uranium
Energy · as of Jun 30, 2026Creative Planning holds $14,490,795 across 6 Uranium names. URG ranks #5 (1.0% of the industry book) .
All Filings in URG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,081 | 105,207 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $68,931 | 46,263 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $67,177 | 48,329 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $119,188 | 66,586 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $46,863 | 44,632 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $157,056 | 136,571 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $38,916 | 32,703 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $43,360 | 30,972 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $66,559 | 41,600 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,294 | 34,607 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,991 | 16,228 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $11,590 | 11,039 | Shares | Sole | 2023-07-21 | |
| 2022-12-31 | $27,640 | 24,035 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $26,307 | 24,135 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $25,583 | 24,135 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $38,456 | 24,035 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $29,322 | 24,035 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,341 | 24,036 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $36,450 | 26,036 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $38,165 | 34,696 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,089 | 11,362 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $6,064 | 15,550 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||