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Disclosery

Creative Planning: MC position timeline

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

Creative Planning held 6,678 MC 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 6,678 shares
    Change vs previous 13F -3,034 shares

    <0.01% of the 13F portfolio, value $436,867.

    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 9,712 shares
    Change vs previous 13F +2,063 shares

    <0.01% of the 13F portfolio, value $553,589.

    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 7,649 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $525,799.

    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 7,659 shares
    Change vs previous 13F +1,020 shares

    <0.01% of the 13F portfolio, value $546,247.

    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 6,639 shares
    Change vs previous 13F +827 shares

    <0.01% of the 13F portfolio, value $413,742.

    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 5,812 shares
    Change vs previous 13F -146 shares

    <0.01% of the 13F portfolio, value $339,194.

    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 5,958 shares
    Change vs previous 13F +158 shares

    <0.01% of the 13F portfolio, value $440,159.

    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 5,800 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $397,364.

    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).