Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OPFI holding history

OppFi 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.

OPFI overviewAll 13F holders of OPFIFull Q2 2026 holdings

Shares (Q2 2026)
67,083
Value
$666.1K
% of portfolio
<0.1%
Quarters held
2
Since Q2 2025
Holdings of OPFI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202667,083$666.1K<0.1%+67,083NewHolders
Q3 20250$00.0%−13,418−100.0%Sold outHolders
Q2 202513,418$187.7K<0.1%+13,418NewHolders