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Disclosery

Creative Planning: OII position timeline

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

Creative Planning held 74,796 OII 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 74,796 shares
    Change vs previous 13F +25,122 shares

    <0.01% of the 13F portfolio, value $3,030,715.

    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 49,674 shares
    Change vs previous 13F +17,858 shares

    <0.01% of the 13F portfolio, value $1,761,920.

    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 31,816 shares
    Change vs previous 13F +2,343 shares

    <0.01% of the 13F portfolio, value $764,527.

    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 29,473 shares
    Change vs previous 13F +13,218 shares

    <0.01% of the 13F portfolio, value $730,329.

    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 16,255 shares
    Change vs previous 13F -3,474 shares

    <0.01% of the 13F portfolio, value $336,794.

    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 19,729 shares
    Change vs previous 13F +5,395 shares

    <0.01% of the 13F portfolio, value $430,279.

    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 14,334 shares
    Change vs previous 13F +1,812 shares

    <0.01% of the 13F portfolio, value $373,818.

    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 12,522 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $311,410.

    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).