Creative Planning
Position in USL — United States 12 Month Oil Fund, LP
CIK 1540235
OVERLAND PARK, KS
Position in USL
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$209,670
-$27,322 QoQ
Shares Held
4,350
-35.6% QoQ
Ownership
0.483%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in USL Over Time
Shares Held
Position Value (USD)
All Filings in USL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,670 | 4,350 | Shares | Sole | 2026-05-12 | |
| 2023-12-31 | $236,992 | 6,750 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $270,675 | 6,750 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $220,185 | 6,750 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $227,677 | 6,750 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $310,625 | 8,750 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||