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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

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All positions including Orchid Is Cap held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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