Creative Planning
Holdings in WDFC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,444,623 | 22,573 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,840,248 | 9,313 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $1,848,441 | 8,104 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $1,576,728 | 6,462 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $1,175,784 | 4,845 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $787,307 | 3,053 | Shares | Defined | 2024-10-11 |
| 2024-06-30 | $569,745 | 2,594 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $692,549 | 2,734 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $581,178 | 2,431 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $414,812 | 2,041 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $359,755 | 1,907 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $336,158 | 1,888 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $300,011 | 1,861 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $339,353 | 1,931 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $288,548 | 1,433 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $260,919 | 1,424 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $575,637 | 2,353 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $504,857 | 2,181 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $664,047 | 2,591 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $91,854 | 300 | Call | Sole | 2021-04-30 |
| 2021-03-31 | $716,155 | 2,339 | Shares | Sole | 2021-04-30 |
| 2020-12-31 | $481,943 | 1,814 | Shares | Sole | 2021-01-29 |
| 2020-09-30 | $345,869 | 1,827 | Shares | Sole | 2020-11-05 |
| 2020-06-30 | $352,775 | 1,779 | Shares | Sole | 2020-07-23 |
| 2020-06-30 | $198,300 | 1,000 | Call | Sole | 2020-07-23 |
| 2020-03-31 | $357,312 | 1,779 | Shares | Sole | 2020-05-05 |