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Disclosery

Creative Planning: OGS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on OGS, newest first. How the timeline and the estimate are built.

Creative Planning held 60,127 OGS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,127 shares
    Change vs previous 13F +12,788 shares

    <0.01% of the 13F portfolio, value $4,633,967.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,339 shares
    Change vs previous 13F +7,354 shares

    <0.01% of the 13F portfolio, value $4,077,297.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 39,985 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $3,088,817.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,020 shares
    Change vs previous 13F +7,510 shares

    <0.01% of the 13F portfolio, value $3,239,219.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,510 shares
    Change vs previous 13F +744 shares

    <0.01% of the 13F portfolio, value $2,336,155.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 31,766 shares
    Change vs previous 13F +482 shares

    <0.01% of the 13F portfolio, value $2,401,194.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,284 shares
    Change vs previous 13F +1,081 shares

    <0.01% of the 13F portfolio, value $2,166,405.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,247,721.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).