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Disclosery

Creative Planning: MKL position timeline

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

Creative Planning held 8,072 MKL 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 8,072 shares
    Change vs previous 13F +939 shares

    0.01% of the 13F portfolio, value $15,765,343.

    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 7,133 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $13,652,468.

    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 6,950 shares
    Change vs previous 13F +711 shares

    0.01% of the 13F portfolio, value $14,940,278.

    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 6,239 shares
    Change vs previous 13F +458 shares

    0.01% of the 13F portfolio, value $11,925,186.

    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 5,781 shares
    Change vs previous 13F +180 shares

    0.01% of the 13F portfolio, value $11,546,043.

    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 5,601 shares
    Change vs previous 13F +401 shares

    0.01% of the 13F portfolio, value $10,471,852.

    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 5,200 shares
    Change vs previous 13F -384 shares

    0.01% of the 13F portfolio, value $8,975,681.

    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 5,584 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,759,017.

    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).