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Disclosery

Creative Planning: MPT position timeline

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

Creative Planning held 344,834 MPT 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 344,834 shares
    Change vs previous 13F -16,826 shares

    <0.01% of the 13F portfolio, value $1,593,135.

    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 361,660 shares
    Change vs previous 13F -11,082 shares

    <0.01% of the 13F portfolio, value $1,674,487.

    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 372,742 shares
    Change vs previous 13F +30,546 shares

    <0.01% of the 13F portfolio, value $1,863,712.

    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 342,196 shares
    Change vs previous 13F +177,756 shares

    <0.01% of the 13F portfolio, value $1,734,936.

    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 164,440 shares
    Change vs previous 13F -10,234 shares

    <0.01% of the 13F portfolio, value $708,739.

    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 174,674 shares
    Change vs previous 13F +11,145 shares

    <0.01% of the 13F portfolio, value $1,053,286.

    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 163,529 shares
    Change vs previous 13F -14,727 shares

    <0.01% of the 13F portfolio, value $645,940.

    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 178,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,042,796.

    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).