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Disclosery

Creative Planning: OSBC position timeline

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

Creative Planning held 53,848 OSBC 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 53,848 shares
    Change vs previous 13F +6,899 shares

    <0.01% of the 13F portfolio, value $1,255,725.

    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 46,949 shares
    Change vs previous 13F -260 shares

    <0.01% of the 13F portfolio, value $946,497.

    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 47,209 shares
    Change vs previous 13F +8,903 shares

    <0.01% of the 13F portfolio, value $920,573.

    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 38,306 shares
    Change vs previous 13F +4,618 shares

    <0.01% of the 13F portfolio, value $662,112.

    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 33,688 shares
    Change vs previous 13F -2,531 shares

    <0.01% of the 13F portfolio, value $597,630.

    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 36,219 shares
    Change vs previous 13F +715 shares

    <0.01% of the 13F portfolio, value $602,684.

    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 35,504 shares
    Change vs previous 13F +5,397 shares

    <0.01% of the 13F portfolio, value $631,257.

    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 30,107 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $469,369.

    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).