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Creative Planning OPRT Position History
Oportun Financial Corporation • Financial Services
Quarters held
2
Latest value
$498K
Q3 2026
Peak value
$498K
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $74K |
| Q3 2026 | $498K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $498K | 61.2K | — | — |
| Q2 2026 | $74K | 12.9K | — | — |