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Disclosery

Creative Planning: MGPI position timeline

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

Creative Planning held 31,966 MGPI 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 31,966 shares
    Change vs previous 13F -7,947 shares

    <0.01% of the 13F portfolio, value $560,042.

    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 39,913 shares
    Change vs previous 13F -23,029 shares

    <0.01% of the 13F portfolio, value $733,999.

    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 62,942 shares
    Change vs previous 13F +39,390 shares

    <0.01% of the 13F portfolio, value $1,529,490.

    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 23,552 shares
    Change vs previous 13F +1,294 shares

    <0.01% of the 13F portfolio, value $569,722.

    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 22,258 shares
    Change vs previous 13F +3,892 shares

    <0.01% of the 13F portfolio, value $667,071.

    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 18,366 shares
    Change vs previous 13F +10,363 shares

    <0.01% of the 13F portfolio, value $539,592.

    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 8,003 shares
    Change vs previous 13F -5,142 shares

    <0.01% of the 13F portfolio, value $315,077.

    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 13,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $875,946.

    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).