Creative Planning
Holdings in OBE
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $251,323 | 40,999 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $268,296 | 41,024 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $227,544 | 40,999 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $243,184 | 41,499 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $240,279 | 41,499 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $228,308 | 41,211 | Shares | Sole | 2024-10-11 |
| 2020-03-31 | $15,751 | 92,656 | Shares | Sole | 2020-05-05 |