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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OSG holding history

Octave Specialty Group 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.

OSG overviewAll 13F holders of OSGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2024
Holdings of OSG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−68,537−100.0%Sold outHolders
Q4 202568,537$533.2K<0.1%−21,766−24.1%ReducedHolders
Q3 202590,303$753.1K<0.1%+69,882+342.2%AddedHolders
Q2 202520,421$145.0K<0.1%+20,421NewHolders
Q1 20250$00.0%−21,210−100.0%Sold outHolders
Q4 202421,210$268.3K<0.1%+7,305+52.5%AddedHolders
Q3 202413,905$155.9K<0.1%+13,905NewHolders