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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OLP holding history

One Liberty Properties 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.

OLP overviewAll 13F holders of OLPFull Q2 2026 holdings

Shares (Q2 2026)
29,263
Value
$714.6K
% of portfolio
<0.1%
Quarters held
11
Since Q4 2023
Holdings of OLP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202629,263$714.6K<0.1%+956+3.4%AddedHolders
Q1 202628,307$607.5K<0.1%+7,178+34.0%AddedHolders
Q4 202521,129$428.7K<0.1%+9,420+80.5%AddedHolders
Q3 202511,709$259.0K<0.1%+3,203+37.7%AddedHolders
Q2 20258,506$202.9K<0.1%−1,958−18.7%ReducedHolders
Q1 202510,464$274.9K<0.1%−353−3.3%ReducedHolders
Q4 202410,817$294.7K<0.1%+923+9.3%AddedHolders
Q3 20249,894$272.5K<0.1%+411+4.3%AddedHolders
Q2 20249,483$222.7K<0.1%−239−2.5%ReducedHolders
Q1 20249,722$219.6K<0.1%+234+2.5%AddedHolders
Q4 20239,488$207.9K<0.1%+9,488NewHolders