Ooma shares owned by Creative Planning
Historical chart of Creative Planning investment in Ooma
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All positions including Ooma held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ooma by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $196k | 16k | 11.99 |
| 2017-06-30 | $8.0k | 1.0k | 8.00 |
| 2017-03-31 | $10k | 1.0k | 10.00 |
| 2016-12-31 | $9.0k | 1.0k | 9.00 |
| 2016-09-30 | $9.0k | 1.0k | 9.00 |
| 2016-06-30 | $8.0k | 1.0k | 8.00 |
| 2016-03-31 | $6.0k | 1.0k | 6.00 |
| 2015-12-31 | $6.0k | 1.0k | 6.00 |
| 2015-09-30 | $7.0k | 1.0k | 7.00 |