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Creative Planning ORRF Position History
Orrstown Financial Services, Inc. • Financial Services
Quarters held
8
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $562K |
| Q3 2025 | $5K |
| Q4 2025 | $614K |
| Q1 2026 | $793K |
| Q2 2026 | $20K |
| Q2 2026 | $1.3M |
| Q3 2026 | $87K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 49.3K | — | — |
| Q3 2026 | $87K | 2.1K | — | — |
| Q2 2026 | $1.3M | 31.4K | — | — |
| Q2 2026 | $20K | 496 | — | — |
| Q1 2026 | $793K | 22.0K | — | — |
| Q4 2025 | $614K | 17.3K | — | — |
| Q3 2025 | $5K | 133 | — | — |
| Q3 2025 | $562K | 16.6K | — | — |