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Disclosery

Creative Planning: MHO position timeline

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

Creative Planning held 45,031 MHO 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 45,031 shares
    Change vs previous 13F +25,791 shares

    <0.01% of the 13F portfolio, value $7,240,534.

    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 19,240 shares
    Change vs previous 13F +6,886 shares

    <0.01% of the 13F portfolio, value $2,355,938.

    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 12,354 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $1,580,694.

    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 12,493 shares
    Change vs previous 13F +3,515 shares

    <0.01% of the 13F portfolio, value $1,804,489.

    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 8,978 shares
    Change vs previous 13F +6,238 shares

    <0.01% of the 13F portfolio, value $1,006,635.

    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 2,740 shares
    Change vs previous 13F -2,657 shares

    <0.01% of the 13F portfolio, value $312,875.

    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 5,397 shares
    Change vs previous 13F -1,097 shares

    <0.01% of the 13F portfolio, value $717,557.

    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 6,494 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,112,844.

    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).