Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
OEC holding history
Orion S.A. 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.
OEC overviewAll 13F holders of OECFull Q2 2026 holdings
- Shares (Q2 2026)
- 157,111
- Value
- $1.04M
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q3 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 157,111 | $1.04M | <0.1% | +104,798+200.3% | Added | Holders |
| Q1 2026 | 52,313 | $340.0K | <0.1% | +39,841+319.4% | Added | Holders |
| Q4 2025 | 12,472 | $65.9K | <0.1% | −51,226−80.4% | Reduced | Holders |
| Q3 2025 | 63,698 | $482.8K | <0.1% | +10,316+19.3% | Added | Holders |
| Q2 2025 | 53,382 | $560.0K | <0.1% | −299−0.6% | Reduced | Holders |
| Q1 2025 | 53,681 | $694.1K | <0.1% | +25,948+93.6% | Added | Holders |
| Q4 2024 | 27,733 | $437.9K | <0.1% | +245+0.9% | Added | Holders |
| Q3 2024 | 27,488 | $489.6K | <0.1% | +27,488 | New | Holders |