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Disclosery

Creative Planning: MOH position timeline

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

Creative Planning held 58,051 MOH 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 58,051 shares
    Change vs previous 13F +20,569 shares

    0.01% of the 13F portfolio, value $13,276,343.

    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 37,482 shares
    Change vs previous 13F +17,716 shares

    <0.01% of the 13F portfolio, value $4,996,353.

    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 19,766 shares
    Change vs previous 13F -15,859 shares

    <0.01% of the 13F portfolio, value $3,430,212.

    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 35,625 shares
    Change vs previous 13F +22,632 shares

    0.01% of the 13F portfolio, value $6,817,294.

    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 12,993 shares
    Change vs previous 13F +718 shares

    <0.01% of the 13F portfolio, value $3,870,711.

    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 12,275 shares
    Change vs previous 13F +494 shares

    <0.01% of the 13F portfolio, value $4,043,262.

    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 11,781 shares
    Change vs previous 13F +3,327 shares

    <0.01% of the 13F portfolio, value $3,428,860.

    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 8,454 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,912,910.

    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).