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Disclosery

Creative Planning: MDGL position timeline

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

Creative Planning held 13,147 MDGL 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 13,147 shares
    Change vs previous 13F +1,142 shares

    <0.01% of the 13F portfolio, value $7,059,281.

    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 12,005 shares
    Change vs previous 13F +864 shares

    <0.01% of the 13F portfolio, value $6,284,257.

    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 11,141 shares
    Change vs previous 13F +2,711 shares

    <0.01% of the 13F portfolio, value $6,487,850.

    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 8,430 shares
    Change vs previous 13F +3,268 shares

    <0.01% of the 13F portfolio, value $3,866,504.

    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 5,162 shares
    Change vs previous 13F -2,202 shares

    <0.01% of the 13F portfolio, value $1,562,228.

    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 7,364 shares
    Change vs previous 13F +2,933 shares

    <0.01% of the 13F portfolio, value $2,439,178.

    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 4,431 shares
    Change vs previous 13F +1,132 shares

    <0.01% of the 13F portfolio, value $1,367,273.

    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 3,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $700,114.

    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).