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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

OTLK holding history

Outlook Therapeutics, 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.

OTLK overviewAll 13F holders of OTLKFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of OTLK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−1,094−100.0%Sold outConverted for a 1-for-20 splitHolders
Q4 202321,883$8.62K<0.1%+383+1.8%AddedHolders
Q3 202321,500$4.75K<0.1%00.0%UnchangedHolders
Q2 202321,500$37.4K<0.1%−1,500−6.5%ReducedHolders
Q1 202323,000$25.1K<0.1%00.0%UnchangedHolders
Q4 202223,000$24.8K<0.1%00.0%UnchangedHolders
Q3 202223,000$28.0K<0.1%00.0%UnchangedHolders
Q2 202223,000$23.0K<0.1%00.0%UnchangedHolders
Q1 202223,000$41.0K<0.1%00.0%UnchangedHolders
Q4 202123,000$31.0K<0.1%00.0%UnchangedHolders
Q3 202123,000$50.0K<0.1%00.0%UnchangedHolders
Q2 202123,000$57.0K<0.1%−662−2.8%ReducedHolders
Q1 202123,662$53.0K<0.1%––Holders

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