Creative Planning
Holdings in WMK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,628,843 | 41,018 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $47,649 | 663 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $451,032 | 6,222 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $447,044 | 5,802 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $393,994 | 5,818 | Shares | Defined | 2025-02-14 |
| 2024-09-30 | $233,120 | 3,382 | Shares | Defined | 2024-10-11 |
| 2024-03-31 | $195,647 | 3,038 | Shares | Sole | 2024-05-13 |