$28.2 Billion is the total value of Creative Planning's 2168 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 3.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHEN | SHENANDOAH TELECOMMUNICATION | $6,041,000 | +18.4% | 122,668 | 0.0% | 0.02% | +40.0% | |
| SFBS | SERVISFIRST BANCSHARES INC | $2,482,000 | -22.2% | 84,640 | 0.0% | 0.01% | -10.0% | |
| CNNE | CANNAE HLDGS INC | $2,134,000 | -9.9% | 63,709 | 0.0% | 0.01% | +14.3% | |
| ILCG | ISHARES TRmrngstr lg-cp gr | $1,538,000 | -11.5% | 8,278 | 0.0% | 0.01% | 0.0% | |
| EFSC | ENTERPRISE FINL SVCS CORP | $1,248,000 | -42.1% | 44,706 | 0.0% | 0.00% | -33.3% | |
| VONE | VANGUARD SCOTTSDALE FDSvng rus1000idx | $1,171,000 | -20.6% | 9,992 | 0.0% | 0.00% | 0.0% | |
| PGHY | INVESCO EXCHANGE-TRADED FD Tgbl srt trm hy | $836,000 | -13.3% | 42,268 | 0.0% | 0.00% | 0.0% | |
| CHCO | CITY HLDG CO | $807,000 | -18.9% | 12,137 | 0.0% | 0.00% | 0.0% | |
| IMCG | ISHARES TRmrgstr md cp grw | $914,000 | -17.1% | 4,192 | 0.0% | 0.00% | 0.0% | |
| PBBI | PB BANCORP INC | $754,000 | -1.7% | 50,600 | 0.0% | 0.00% | +50.0% | |
| CXSE | WISDOMTREE TRchinadiv ex fi | $897,000 | -8.0% | 11,738 | 0.0% | 0.00% | 0.0% | |
| SATS | ECHOSTAR CORPcl a | $593,000 | -26.2% | 18,550 | 0.0% | 0.00% | 0.0% | |
| HYMB | SPDR SER TRnuveen bbg brcly | $632,000 | -7.3% | 11,552 | 0.0% | 0.00% | 0.0% | |
| GOOG | ALPHABET INCcall | $432,000 | -6.9% | 2,000 | 0.0% | 0.00% | +100.0% | |
| RIGS | ALPS ETF TRrivrfrnt str inc | $661,000 | -10.1% | 29,540 | 0.0% | 0.00% | 0.0% | |
| ALLO | ALLOGENE THERAPEUTICS INC | $505,000 | -25.2% | 26,000 | 0.0% | 0.00% | 0.0% | |
| HTH | HILLTOP HOLDINGS INC | $443,000 | -39.4% | 29,314 | 0.0% | 0.00% | 0.0% | |
| HURC | HURCO COMPANIES INC | $645,000 | -24.2% | 22,175 | 0.0% | 0.00% | -33.3% | |
| IBCP | INDEPENDENT BANK CORP MICH | $489,000 | -43.2% | 38,000 | 0.0% | 0.00% | -33.3% | |
| EFA | ISHARES TRput | $454,000 | +474.7% | 27,900 | 0.0% | 0.00% | – | |
| WERN | WERNER ENTERPRISES INC | $677,000 | -0.3% | 18,660 | 0.0% | 0.00% | 0.0% | |
| MYE | MYERS INDS INC | $506,000 | -35.5% | 47,038 | 0.0% | 0.00% | 0.0% | |
| STRO | SUTRO BIOPHARMA INC | $217,000 | -7.3% | 21,273 | 0.0% | 0.00% | 0.0% | |
| ATAX | AMERICA FIRST MULTIFAMILY INben unit ctf | $370,000 | -31.9% | 70,572 | 0.0% | 0.00% | -50.0% | |
| UHT | UNIVERSAL HEALTH RLTY INCM Tsh ben int | $227,000 | -14.3% | 2,256 | 0.0% | 0.00% | 0.0% | |
| CUBE | CUBESMART | $262,000 | -14.9% | 9,797 | 0.0% | 0.00% | 0.0% | |
| DBEU | DBX ETF TRxtrack msci eurp | $375,000 | -22.2% | 15,493 | 0.0% | 0.00% | 0.0% | |
| DLHC | DLH HLDGS CORP | $150,000 | +0.7% | 35,626 | 0.0% | 0.00% | – | |
| WINA | WINMARK CORP | $320,000 | -35.6% | 2,508 | 0.0% | 0.00% | 0.0% | |
| TARO | TARO PHARMACEUTICAL INDS LTD | $267,000 | -30.5% | 4,365 | 0.0% | 0.00% | 0.0% | |
| AMRS | AMYRIS INC | $141,000 | -17.1% | 55,037 | 0.0% | 0.00% | 0.0% | |
| FCNCA | FIRST CTZNS BANCSHARES INC Ncl a | $208,000 | -37.5% | 626 | 0.0% | 0.00% | 0.0% | |
| FFWM | FIRST FNDTN INC | $146,000 | -41.4% | 14,309 | 0.0% | 0.00% | 0.0% | |
| FXH | FIRST TR EXCHANGE TRADED FDhlth care alph | $277,000 | -12.1% | 3,739 | 0.0% | 0.00% | 0.0% | |
| FGD | FIRST TR EXCHANGE TRADED FDdj glbl divid | $256,000 | -36.0% | 16,050 | 0.0% | 0.00% | 0.0% | |
| FTGC | FIRST TR EXCHANGE-TRADED FDfst tr glb fd | $231,000 | -24.5% | 16,180 | 0.0% | 0.00% | 0.0% | |
| QDEF | FLEXSHARES TRqlt div def idx | $200,000 | -24.0% | 5,500 | 0.0% | 0.00% | 0.0% | |
| FTK | FLOTEK INDS INC DEL | $156,000 | -55.4% | 175,146 | 0.0% | 0.00% | 0.0% | |
| ACA | ARCOSA INC | $224,000 | -10.8% | 5,641 | 0.0% | 0.00% | 0.0% | |
| GAIA | GAIA INC NEWcl a | $321,000 | +11.1% | 36,190 | 0.0% | 0.00% | 0.0% | |
| AEY | ADDVANTAGE TECHNOLOGIES GP I | $222,000 | -10.8% | 101,127 | 0.0% | 0.00% | 0.0% | |
| ACBI | ATLANTIC CAP BANCSHARES INC | $237,000 | -35.4% | 20,000 | 0.0% | 0.00% | 0.0% | |
| GL | GLOBE LIFE INC | $316,000 | -31.6% | 4,394 | 0.0% | 0.00% | 0.0% | |
| GSS | GOLDEN STAR RES LTD CDA | $172,000 | -34.6% | 68,989 | 0.0% | 0.00% | 0.0% | |
| ABM | ABM INDS INC | $331,000 | -35.5% | 13,605 | 0.0% | 0.00% | -50.0% | |
| AERI | AERIE PHARMACEUTICALS INC | $413,000 | -44.2% | 30,600 | 0.0% | 0.00% | -50.0% | |
| HEIA | HEICO CORP NEWcl a | $207,000 | -28.6% | 3,243 | 0.0% | 0.00% | 0.0% | |
| INDB | INDEPENDENT BANK CORP MASS | $204,000 | -22.7% | 3,166 | 0.0% | 0.00% | 0.0% | |
| IBTX | INDEPENDENT BK GROUP INC | $389,000 | -57.3% | 16,442 | 0.0% | 0.00% | -66.7% | |
| IYC | ISHARES TRu.s. cnsm sv etf | $209,000 | -22.6% | 1,181 | 0.0% | 0.00% | 0.0% | |
| ISEE | IVERIC BIO INC | $189,000 | -59.9% | 54,921 | 0.0% | 0.00% | 0.0% | |
| BHV | BLACKROCK VA MUNICIPAL BOND | $185,000 | -11.5% | 12,500 | 0.0% | 0.00% | 0.0% | |
| BZM | BLACKROCK MD MUNICIPAL BOND | $401,000 | -8.4% | 28,235 | 0.0% | 0.00% | 0.0% | |
| BLE | BLACKROCK MUNI INCOME TR II | $244,000 | -11.6% | 18,260 | 0.0% | 0.00% | 0.0% | |
| MFNC | MACKINAC FINL CORP | $150,000 | -40.0% | 14,343 | 0.0% | 0.00% | 0.0% | |
| MNKD | MANNKIND CORP | $175,000 | -20.1% | 169,815 | 0.0% | 0.00% | 0.0% | |
| MGRC | MCGRATH RENTCORP | $411,000 | -31.5% | 7,840 | 0.0% | 0.00% | -50.0% | |
| MSEX | MIDDLESEX WATER CO | $404,000 | -5.4% | 6,714 | 0.0% | 0.00% | 0.0% | |
| NWFL | NORWOOD FINANCIAL CORP | $230,000 | -31.3% | 8,607 | 0.0% | 0.00% | 0.0% | |
| NPV | NUVEEN VIRGINIA QLTY MUNCPL | $164,000 | -11.4% | 12,700 | 0.0% | 0.00% | 0.0% | |
| NAC | NUVEEN CA QUALTY MUN INCOME | $154,000 | -7.8% | 11,238 | 0.0% | 0.00% | 0.0% | |
| JTA | NUVEEN TX ADV TOTAL RET STRG | $146,000 | -41.6% | 20,696 | 0.0% | 0.00% | 0.0% | |
| NQP | NUVEEN PENNSYLVANIA QLT MUN | $267,000 | -6.0% | 20,056 | 0.0% | 0.00% | 0.0% | |
| PNTG | PENNANT GROUP INC | $248,000 | -57.1% | 17,484 | 0.0% | 0.00% | -50.0% | |
| BOND | PIMCO ETF TRactive bd etf | $359,000 | -1.6% | 3,384 | 0.0% | 0.00% | 0.0% | |
| PBIP | PRUDENTIAL BANCORP INC NEW | $148,000 | -20.0% | 10,000 | 0.0% | 0.00% | 0.0% | |
| CSII | CARDIOVASCULAR SYS INC DEL | $261,000 | -27.5% | 7,414 | 0.0% | 0.00% | 0.0% | |
| RBCAA | REPUBLIC BANCORP KYcl a | $368,000 | -29.5% | 11,150 | 0.0% | 0.00% | -50.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRput | $218,000 | +489.2% | 2,100 | 0.0% | 0.00% | – | |
| SAIL | SAILPOINT TECHNLGIES HLDGS I | $191,000 | -35.5% | 12,540 | 0.0% | 0.00% | 0.0% | |
| ASX | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $62,000 | -32.6% | 16,512 | 0.0% | 0.00% | – | |
| AXAS | ABRAXAS PETE CORP | $2,000 | -66.7% | 18,464 | 0.0% | 0.00% | – | |
| ACRS | ACLARIS THERAPEUTICS INC | $31,000 | -45.6% | 30,076 | 0.0% | 0.00% | – | |
| ADMS | ADAMAS PHARMACEUTICALS INC | $58,000 | -23.7% | 20,000 | 0.0% | 0.00% | – | |
| AKBA | AKEBIA THERAPEUTICS INC | $98,000 | +21.0% | 12,870 | 0.0% | 0.00% | – | |
| AMRN | AMARIN CORP PLCput | $10,000 | – | 600 | 0.0% | 0.00% | – | |
| ATRS | ANTARES PHARMA INC | $32,000 | -49.2% | 13,500 | 0.0% | 0.00% | – | |
| APOLLO COML REAL EST FIN INCnote 4.750% 8/2 | $8,000 | -27.3% | 11,000 | 0.0% | 0.00% | – | ||
| ATLAS AIR WORLDWIDE HLDGS INnote 2.250% 6/0 | $19,000 | -5.0% | 22,000 | 0.0% | 0.00% | – | ||
| BIOC | BIOCEPT INC | $27,000 | -10.0% | 103,714 | 0.0% | 0.00% | – | |
| DSU | BLACKROCK DEBT STRATEGIES FD | $95,000 | -24.0% | 11,194 | 0.0% | 0.00% | – | |
| BA | BOEING COput | $3,000 | -25.0% | 300 | 0.0% | 0.00% | – | |
| CTIC | CTI BIOPHARMA CORP | $46,000 | -41.8% | 50,073 | 0.0% | 0.00% | – | |
| CARRIAGE SVCS INCnote 2.750% 3/1 | $38,000 | -22.4% | 40,000 | 0.0% | 0.00% | – | ||
| CLDX | CELLDEX THERAPEUTICS INC NEW | $20,000 | -25.9% | 12,147 | 0.0% | 0.00% | – | |
| CNAT | CONATUS PHARMACEUTICALS INC | $7,000 | -12.5% | 21,000 | 0.0% | 0.00% | – | |
| CFMS | CONFORMIS INC | $65,000 | -57.8% | 102,700 | 0.0% | 0.00% | – | |
| DHY | CREDIT SUISSE HIGH YLD BND Fsh ben int | $33,000 | -28.3% | 18,305 | 0.0% | 0.00% | – | |
| DXLG | DESTINATION XL GROUP INC | $46,000 | -72.6% | 131,129 | 0.0% | 0.00% | -100.0% | |
| DSE | DUFF & PHELPS SLT ENGY AND M | $5,000 | -90.7% | 14,000 | 0.0% | 0.00% | – | |
| DYCOM INDS INCnote 0.750% 9/1 | $76,000 | -12.6% | 90,000 | 0.0% | 0.00% | – | ||
| ECHO GLOBAL LOGISTICS INCnote 2.500% 5/0 | $18,000 | 0.0% | 18,000 | 0.0% | 0.00% | – | ||
| ESBA | EMPIRE ST RLTY OP L Punit ltd prtnsp | $110,000 | -36.0% | 12,356 | 0.0% | 0.00% | -100.0% | |
| ENCORE CAP GROUP INCnote 2.875% 3/1 | $15,000 | -11.8% | 17,000 | 0.0% | 0.00% | – | ||
| EVOK | EVOKE PHARMA INC | $116,000 | -28.4% | 100,000 | 0.0% | 0.00% | – | |
| FSI | FLEXIBLE SOLUTIONS INTL INC | $47,000 | -54.4% | 40,000 | 0.0% | 0.00% | – | |
| SRET | GLOBAL X FDSreit etf | $66,000 | -57.1% | 10,000 | 0.0% | 0.00% | – | |
| GOSS | GOSSAMER BIO INC | $122,000 | -35.1% | 12,000 | 0.0% | 0.00% | -100.0% | |
| HCHC | HC2 HLDGS INC | $29,000 | -29.3% | 19,013 | 0.0% | 0.00% | – | |
| HNRG | HALLADOR ENERGY COMPANY | $9,000 | -70.0% | 10,000 | 0.0% | 0.00% | – | |
| HCRSQ | HI CRUSH INC | $3,000 | -72.7% | 12,500 | 0.0% | 0.00% | – | |
| HDSN | HUDSON TECHNOLOGIES INC | $61,000 | -29.1% | 88,450 | 0.0% | 0.00% | – | |
| IMPAX LABORATORIES INCnote 2.000% 6/1 | $19,000 | 0.0% | 20,000 | 0.0% | 0.00% | – | ||
| VTN | INVESCO TR INVT GRADE NEW YO | $134,000 | -11.3% | 11,093 | 0.0% | 0.00% | – | |
| J2 GLOBAL INCnote 3.250% 6/1 | $37,000 | -14.0% | 30,000 | 0.0% | 0.00% | – | ||
| KMPH | KEMPHARM INC | $101,000 | -40.9% | 450,105 | 0.0% | 0.00% | -100.0% | |
| KFS | KINGSWAY FINL SVCS INC | $46,000 | +7.0% | 23,324 | 0.0% | 0.00% | – | |
| LFVN | LIFEVANTAGE CORP | $105,000 | -34.4% | 10,225 | 0.0% | 0.00% | – | |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $16,000 | +45.5% | 15,000 | 0.0% | 0.00% | – | |
| LULU | LULULEMON ATHLETICA INCcall | $48,000 | -33.3% | 1,400 | 0.0% | 0.00% | – | |
| MCR | MFS CHARTER INCOME TRsh ben int | $77,000 | -11.5% | 10,339 | 0.0% | 0.00% | – | |
| MFM | MFS MUN INCOME TRsh ben int | $71,000 | -10.1% | 11,117 | 0.0% | 0.00% | – | |
| MGPI | MGP INGREDIENTS INC NEWput | $60,000 | +361.5% | 3,300 | 0.0% | 0.00% | – | |
| MA | MASTERCARD INCcall | $63,000 | -40.0% | 1,000 | 0.0% | 0.00% | – | |
| NATIONAL HEALTH INVS INCnote 3.250% 4/0 | $38,000 | -20.8% | 40,000 | 0.0% | 0.00% | – | ||
| NPTN | NEOPHOTONICS CORP | $73,000 | -17.0% | 10,000 | 0.0% | 0.00% | – | |
| NXE | NEXGEN ENERGY LTD | $18,000 | -45.5% | 25,400 | 0.0% | 0.00% | – | |
| NTIC | NORTHERN TECH INTL CORP | $97,000 | -47.0% | 13,048 | 0.0% | 0.00% | -100.0% | |
| OVID | OVID THERAPEUTICS INC | $46,000 | -28.1% | 15,532 | 0.0% | 0.00% | – | |
| PTN | PALATIN TECHNOLOGIES INC | $6,000 | -50.0% | 15,235 | 0.0% | 0.00% | – | |
| PENNYMAC CORPnote 5.375% 5/0 | $19,000 | -5.0% | 20,000 | 0.0% | 0.00% | – | ||
| PCK | PIMCO CALIF MUN INCOME FD II | $92,000 | -15.6% | 10,936 | 0.0% | 0.00% | – | |
| PSTVZ | PLUS THERAPEUTICS INC*w exp 05/28/202 | $0 | – | 16,200 | 0.0% | 0.00% | – | |
| PG | PROCTER & GAMBLE COput | $46,000 | +411.1% | 10,000 | 0.0% | 0.00% | – | |
| PROSPECT CAPITAL CORPORATIONnote 4.750% 4/1 | $22,000 | 0.0% | 22,000 | 0.0% | 0.00% | – | ||
| RNDB | RANDOLPH BANCORP INC | $102,000 | -45.7% | 10,645 | 0.0% | 0.00% | -100.0% | |
| RLH | RED LION HOTELS CORP | $25,000 | -60.3% | 17,000 | 0.0% | 0.00% | – | |
| RIGL | RIGEL PHARMACEUTICALS INC | $31,000 | -27.9% | 20,000 | 0.0% | 0.00% | – | |
| ROKU | ROKU INCcall | $3,000 | -72.7% | 500 | 0.0% | 0.00% | – | |
| SEIC | SEI INVESTMENTS COput | $15,000 | +1400.0% | 1,500 | 0.0% | 0.00% | – | |
| SAEXQ | SAEXPLORATION HLDGS INC | $120,000 | -66.1% | 116,367 | 0.0% | 0.00% | -100.0% | |
| WTTR | SELECT ENERGY SVCS INC | $38,000 | -65.5% | 11,800 | 0.0% | 0.00% | – | |
| NOW | SERVICENOW INCcall | $27,000 | +80.0% | 700 | 0.0% | 0.00% | – | |
| SESN | SESEN BIO INC | $10,000 | -47.4% | 18,700 | 0.0% | 0.00% | – | |
| SIFY | SIFY TECHNOLOGIES LIMITEDsponsored ads | $15,000 | -40.0% | 20,012 | 0.0% | 0.00% | – | |
| SIGA | SIGA TECHNOLOGIES INC | $48,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | |
| STRL | STERLING CONSTRUCTION CO INC | $95,000 | -32.6% | 10,000 | 0.0% | 0.00% | – | |
| SSKN | STRATA SKIN SCIENCES INC | $48,000 | -53.8% | 50,000 | 0.0% | 0.00% | – | |
| TTM TECHNOLOGIES INCnote 1.750%12/1 | $70,000 | -28.6% | 62,000 | 0.0% | 0.00% | – | ||
| TLC | TAIWAN LIPOSOME CO LTDsponsored ads | $37,000 | -31.5% | 10,000 | 0.0% | 0.00% | – | |
| TRGP | TARGA RES CORPput | $15,000 | +1400.0% | 500 | 0.0% | 0.00% | – | |
| TEVA PHARMACEUTICAL FIN LLCdbcv 0.250% 2/0 | $9,000 | 0.0% | 10,000 | 0.0% | 0.00% | – | ||
| ULTA | ULTA BEAUTY INCcall | $2,000 | – | 300 | 0.0% | 0.00% | – | |
| UNP | UNION PAC CORPput | $83,000 | +654.5% | 7,700 | 0.0% | 0.00% | – | |
| UNH | UNITEDHEALTH GROUP INCcall | $29,000 | -43.1% | 1,000 | 0.0% | 0.00% | – | |
| URG | UR-ENERGY INC | $6,000 | -33.3% | 15,550 | 0.0% | 0.00% | – | |
| VCNX | VACCINEX INC | $40,000 | -18.4% | 10,000 | 0.0% | 0.00% | – | |
| VHI | VALHI INC NEW | $30,000 | -44.4% | 28,851 | 0.0% | 0.00% | – | |
| BND | VANGUARD BD INDEX FDSput | $3,000 | – | 3,000 | 0.0% | 0.00% | – | |
| VERU | VERU INC | $36,000 | -2.7% | 11,019 | 0.0% | 0.00% | – | |
| V | VISA INCcall | $33,000 | -26.7% | 500 | 0.0% | 0.00% | – | |
| VNRX | VOLITIONRX LTD | $47,000 | -34.7% | 15,200 | 0.0% | 0.00% | – | |
| WELLS FARGO & COmtnf 6/0 | $58,000 | -7.9% | 30,000 | 0.0% | 0.00% | – | ||
| WHLRP | WHEELER REAL ESTATE INVT TRcv pfd ser b | $115,000 | -44.2% | 18,700 | 0.0% | 0.00% | -100.0% | |
| ZEN | ZENDESK INCcall | $1,000 | 0.0% | 400 | 0.0% | 0.00% | – | |
| ZOMEDICA PHARMACEUTICALS COR | $2,000 | -33.3% | 10,000 | 0.0% | 0.00% | – | ||
| NABRIVA THERAPEUTICS PLC | $32,000 | -56.8% | 55,916 | 0.0% | 0.00% | – | ||
| SEED | ORIGIN AGRITECH LIMITED | $49,000 | -15.5% | 10,908 | 0.0% | 0.00% | – | |
| OXBR | OXBRIDGE RE HLDGS LTD | $11,000 | +22.2% | 12,260 | 0.0% | 0.00% | – | |
| OXBRW | OXBRIDGE RE HLDGS LTD*w exp 03/26/202 | $0 | – | 12,260 | 0.0% | 0.00% | – | |
| PANL | PANGAEA LOGISTICS SOLUTION L | $110,000 | -32.1% | 55,000 | 0.0% | 0.00% | – | |
| CHEK | CHECK CAP LTD | $15,000 | -28.6% | 12,400 | 0.0% | 0.00% | – | |
| VBLT | VASCULAR BIOGENICS LTD | $28,000 | +12.0% | 21,000 | 0.0% | 0.00% | – | |
| PLYA | PLAYA HOTELS & RESORTS NV | $68,000 | -79.3% | 39,000 | 0.0% | 0.00% | -100.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 12.5% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 10.9% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 8.6% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 6.9% |
| ISHARES INC | 42 | Q3 2023 | 7.2% |
| ISHARES TR | 42 | Q3 2023 | 8.5% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 8.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 3.8% |
| VANGUARD INTL EQUITY INDEX F | 42 | Q3 2023 | 6.0% |
| CreativePlanning | 42 | Q3 2023 | 2.9% |
View Creative Planning's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNITED STATES ANTIMONY CORP | January 30, 2020 | 7,435,101 | 10.7% |
View Creative Planning's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
View Creative Planning's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.