Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
OCCI holding history
OFS Credit Company, 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.
OCCI overviewAll 13F holders of OCCIFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −13,000−100.0% | Sold out | Holders |
| Q4 2024 | 13,000 | $92.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 13,000 | $96.3K | <0.1% | +1,000+8.3% | Added | Holders |
| Q2 2024 | 12,000 | $86.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q1 2024 | 12,000 | $85.9K | <0.1% | +1,000+9.1% | Added | Holders |
| Q4 2023 | 11,000 | $71.1K | <0.1% | +11,000 | New | Holders |