Creative Planning
Holdings in ONT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,374,241 | 55,346 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,416,550 | 51,586 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $1,081,256 | 49,395 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $678,633 | 47,590 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $873,445 | 47,086 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $1,221,319 | 46,438 | Shares | Sole | 2024-10-11 |
| 2024-06-30 | $2,086,120 | 46,816 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $1,988,425 | 50,764 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,612,540 | 50,188 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $1,474,382 | 50,389 | Shares | Sole | 2023-11-16 |
| 2023-06-30 | $12,846 | 305 | Shares | Defined | 2023-07-21 |
| 2023-03-31 | $1,858,728 | 52,109 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $2,627,666 | 59,195 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $2,326,594 | 69,141 | Shares | Sole | 2022-11-03 |
| 2022-06-30 | $2,339,601 | 69,301 | Shares | Sole | 2022-08-15 |
| 2022-03-31 | $3,665,402 | 69,250 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $4,882,817 | 69,250 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $4,275,495 | 69,250 | Shares | Sole | 2021-11-10 |
| 2021-06-30 | $3,769,615 | 70,250 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $3,525,847 | 70,250 | Shares | Sole | 2021-04-30 |