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Disclosery

Creative Planning: MLRG position timeline

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

Creative Planning held 32,548 MLRG 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 32,548 shares
    Change vs previous 13F +24,470 shares

    <0.01% of the 13F portfolio, value $3,373,594.

    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 8,078 shares
    Change vs previous 13F -35 shares

    <0.01% of the 13F portfolio, value $725,873.

    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 8,113 shares
    Change vs previous 13F -1,456 shares

    <0.01% of the 13F portfolio, value $765,748.

    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 9,569 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $884,382.

    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 9,562 shares
    Change vs previous 13F -5,313 shares

    <0.01% of the 13F portfolio, value $820,201.

    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 14,875 shares
    Change vs previous 13F +6,892 shares

    <0.01% of the 13F portfolio, value $1,149,226.

    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 7,983 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $647,879.

    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 7,983 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $632,472.

    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).