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Disclosery

Creative Planning: MBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on MBB, newest first. How the timeline and the estimate are built.

Creative Planning held 95,988 MBB shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,988 shares
    Change vs previous 13F -11,937 shares

    0.01% of the 13F portfolio, value $9,072,819.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 107,925 shares
    Change vs previous 13F -9,693 shares

    0.01% of the 13F portfolio, value $10,247,519.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 117,618 shares
    Change vs previous 13F -13,140 shares

    0.01% of the 13F portfolio, value $11,199,598.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 130,758 shares
    Change vs previous 13F -11,147 shares

    0.01% of the 13F portfolio, value $12,441,633.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 141,905 shares
    Change vs previous 13F -13,457 shares

    0.01% of the 13F portfolio, value $13,323,459.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 155,362 shares
    Change vs previous 13F -8,469 shares

    0.01% of the 13F portfolio, value $14,569,825.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 163,831 shares
    Change vs previous 13F -9,970 shares

    0.01% of the 13F portfolio, value $15,020,011.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 173,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $16,651,906.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).