Creative Planning
CIK
0001540235
City
Overland Park
State / Country
KS
Holdings in VKI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $107,552 | 11,793 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $138,495 | 15,792 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $97,594 | 11,660 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $99,576 | 11,660 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $100,160 | 11,460 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $106,692 | 11,460 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $101,650 | 11,460 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $97,410 | 11,460 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $158,522 | 18,760 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $84,918 | 11,460 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $96,378 | 11,460 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $102,108 | 11,460 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $98,441 | 11,460 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $88,467 | 10,895 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $105,208 | 11,145 | Shares | Sole | 2022-08-15 |