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Creative Planning OLP Position History
One Liberty Properties, Inc. • Real Estate
Quarters held
8
Latest value
$645K
Q3 2026
Peak value
$667K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25K |
| Q3 2025 | $234K |
| Q4 2025 | $429K |
| Q1 2026 | $607K |
| Q2 2026 | $48K |
| Q2 2026 | $667K |
| Q3 2026 | $43K |
| Q3 2026 | $645K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $645K | 29.4K | — | — |
| Q3 2026 | $43K | 2.0K | — | — |
| Q2 2026 | $667K | 27.3K | — | — |
| Q2 2026 | $48K | 2.0K | — | — |
| Q1 2026 | $607K | 28.3K | — | — |
| Q4 2025 | $429K | 21.1K | — | — |
| Q3 2025 | $234K | 10.6K | — | — |
| Q3 2025 | $25K | 1.1K | — | — |