Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
OLO holding history
Olo 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.
OLO overviewAll 13F holders of OLOFull Q2 2026 holdings
- Shares (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 12
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −41,492−100.0% | Sold out | Holders |
| Q2 2025 | 41,492 | $369.3K | <0.1% | +8,640+26.3% | Added | Holders |
| Q1 2025 | 32,852 | $198.4K | <0.1% | +4,875+17.4% | Added | Holders |
| Q4 2024 | 27,977 | $214.9K | <0.1% | −2,394−7.9% | Reduced | Holders |
| Q3 2024 | 30,371 | $150.6K | <0.1% | +3,974+15.1% | Added | Holders |
| Q2 2024 | 26,397 | $116.7K | <0.1% | +26,397 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −68,975−100.0% | Sold out | Holders |
| Q3 2023 | 68,975 | $418.0K | <0.1% | +3,095+4.7% | Added | Holders |
| Q2 2023 | 65,880 | $425.6K | <0.1% | +8,113+14.0% | Added | Holders |
| Q1 2023 | 57,767 | $471.4K | <0.1% | +2,970+5.4% | Added | Holders |
| Q4 2022 | 54,797 | $342.5K | <0.1% | +39,668+262.2% | Added | Holders |
| Q3 2022 | 15,129 | $120.0K | <0.1% | −400−2.6% | Reduced | Holders |
| Q2 2022 | 15,529 | $153.0K | <0.1% | −69,500−81.7% | Reduced | Holders |
| Q1 2022 | 85,029 | $1.13M | <0.1% | +85,029 | New | Holders |