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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OPRX holding history

OptimizeRx Corp 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.

OPRX overviewAll 13F holders of OPRXFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2025
Holdings of OPRX by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−16,159−100.0%Sold outHolders
Q3 202516,159$331.3K<0.1%+16,159NewHolders