Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

OBIO holding history

Orchestra BioMed Holdings, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OBIO overview All 13F holders of OBIO Full Q2 2026 holdings

Shares (Q1 2026): 0; Sold out in Q1 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2025

Holdings of OBIO by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	0	$0	0.0%	−16,290−100.0%	Sold out	Holders
Q4 2025	16,290	$67.6K	<0.1%	−811−4.7%	Reduced	Holders
Q3 2025	17,101	$42.4K	<0.1%	+2,101+14.0%	Added	Holders
Q2 2025	15,000	$40.2K	<0.1%	+15,000	New	Holders