Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OPTU holding history

Optimum Communications, 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.

OPTU overviewAll 13F holders of OPTUFull Q2 2026 holdings

Shares (Q2 2026)
102,020
Value
$147.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of OPTU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026102,020$147.9K<0.1%+56,456+123.9%AddedHolders
Q1 202645,564$59.2K<0.1%+8,795+23.9%AddedHolders
Q4 202536,769$60.7K<0.1%−142−0.4%ReducedHolders
Q3 202536,911$89.0K<0.1%+1,168+3.3%AddedHolders
Q2 202535,743$76.5K<0.1%+65+0.2%AddedHolders
Q1 202535,678$94.9K<0.1%00.0%UnchangedHolders
Q4 202435,678$86.0K<0.1%−21,938−38.1%ReducedHolders
Q3 202457,616$141.7K<0.1%+22,497+64.1%AddedHolders
Q2 202435,119$71.6K<0.1%00.0%UnchangedHolders
Q1 202435,119$91.7K<0.1%−41−0.1%ReducedHolders
Q4 202335,160$114.3K<0.1%+41+0.1%AddedHolders
Q3 202335,119$114.8K<0.1%00.0%UnchangedHolders
Q2 202335,119$106.1K<0.1%−6,407−15.4%ReducedHolders
Q1 202341,526$142.0K<0.1%−13,336−24.3%ReducedHolders
Q4 202254,862$252.4K<0.1%+17,828+48.1%AddedHolders
Q3 202237,034$216.0K<0.1%+1,766+5.0%AddedHolders
Q2 202235,268$326.0K<0.1%−514−1.4%ReducedHolders
Q1 202235,782$447.0K<0.1%+170+0.5%AddedHolders
Q4 202135,612$576.0K<0.1%+535+1.5%AddedHolders
Q3 202135,077$727.0K<0.1%+77+0.2%AddedHolders
Q2 202135,000$1.20M<0.1%−148,908−81.0%ReducedHolders
Q1 2021183,908$5.98M<0.1%––Holders

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