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Disclosery

Creative Planning: MOS position timeline

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

Creative Planning held 415,150 MOS 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 415,150 shares
    Change vs previous 13F +209,419 shares

    0.01% of the 13F portfolio, value $8,797,021.

    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 205,731 shares
    Change vs previous 13F +109,871 shares

    <0.01% of the 13F portfolio, value $5,246,135.

    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 95,860 shares
    Change vs previous 13F +3,576 shares

    <0.01% of the 13F portfolio, value $2,309,261.

    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 92,284 shares
    Change vs previous 13F +55,433 shares

    <0.01% of the 13F portfolio, value $3,200,398.

    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 36,851 shares
    Change vs previous 13F +10,463 shares

    <0.01% of the 13F portfolio, value $1,344,319.

    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 26,388 shares
    Change vs previous 13F -12,841 shares

    <0.01% of the 13F portfolio, value $712,741.

    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 39,229 shares
    Change vs previous 13F +8,464 shares

    <0.01% of the 13F portfolio, value $964,251.

    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 30,765 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $823,895.

    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).