Orchid Is Cap shares owned by Creative Planning
Quarter-by-quarter ownership of Orchid Is Cap (ORC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Orchid Is Cap
Tip: Access up to 7 years of quarterly data
All positions including Orchid Is Cap held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Orchid Is Cap by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $208k | 30k | 7.01 |
| 2025-06-30 | $186k | 27k | 7.01 |
| 2025-03-31 | $307k | 41k | 7.52 |
| 2024-12-31 | $269k | 35k | 7.78 |
| 2024-09-30 | $93k | 11k | 8.22 |
| 2024-06-30 | $107k | 13k | 8.34 |
| 2024-03-31 | $109k | 12k | 8.93 |
| 2023-12-31 | $94k | 11k | 8.43 |
| 2022-12-31 | $107k | 10k | 10.50 |