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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ONT holding history

Onterris, 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.

ONT overviewAll 13F holders of ONTFull Q2 2026 holdings

Shares (Q2 2026)
55,364
Value
$1.12M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ONT by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202655,364$1.12M<0.1%+1,041+1.9%AddedHolders
Q1 202654,323$1.19M<0.1%−1,023−1.8%ReducedHolders
Q4 202555,346$1.37M<0.1%+3,760+7.3%AddedHolders
Q3 202551,586$1.42M<0.1%+2,105+4.3%AddedHolders
Q2 202549,481$1.08M<0.1%+1,891+4.0%AddedHolders
Q1 202547,590$678.6K<0.1%+504+1.1%AddedHolders
Q4 202447,086$873.4K<0.1%+648+1.4%AddedHolders
Q3 202446,438$1.22M<0.1%−378−0.8%ReducedHolders
Q2 202446,816$2.09M<0.1%−3,948−7.8%ReducedHolders
Q1 202450,764$1.99M<0.1%+576+1.1%AddedHolders
Q4 202350,188$1.61M<0.1%−201−0.4%ReducedHolders
Q3 202350,389$1.47M<0.1%−2,535−4.8%ReducedHolders
Q2 202352,924$2.23M<0.1%+815+1.6%AddedHolders
Q1 202352,109$1.86M<0.1%−7,086−12.0%ReducedHolders
Q4 202259,195$2.63M<0.1%−9,946−14.4%ReducedHolders
Q3 202269,141$2.33M<0.1%−160−0.2%ReducedHolders
Q2 202269,301$2.34M<0.1%+51+0.1%AddedHolders
Q1 202269,250$3.67M<0.1%00.0%UnchangedHolders
Q4 202169,250$4.88M<0.1%00.0%UnchangedHolders
Q3 202169,250$4.28M<0.1%−1,000−1.4%ReducedHolders
Q2 202170,250$3.77M<0.1%00.0%UnchangedHolders
Q1 202170,250$3.53M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.