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Disclosery

Creative Planning: ORC position timeline

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

Creative Planning held 138,622 ORC 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 138,622 shares
    Change vs previous 13F +102,099 shares

    <0.01% of the 13F portfolio, value $966,191.

    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 36,523 shares
    Change vs previous 13F +4,713 shares

    <0.01% of the 13F portfolio, value $256,754.

    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 31,810 shares
    Change vs previous 13F +2,168 shares

    <0.01% of the 13F portfolio, value $229,036.

    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 29,642 shares
    Change vs previous 13F +3,187 shares

    <0.01% of the 13F portfolio, value $207,790.

    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 26,455 shares
    Change vs previous 13F -14,307 shares

    <0.01% of the 13F portfolio, value $185,447.

    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 40,762 shares
    Change vs previous 13F +6,201 shares

    <0.01% of the 13F portfolio, value $306,532.

    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 34,561 shares
    Change vs previous 13F +23,268 shares

    <0.01% of the 13F portfolio, value $268,883.

    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 11,293 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $92,829.

    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).