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Disclosery

Creative Planning: MTD position timeline

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

Creative Planning held 4,438 MTD 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 4,438 shares
    Change vs previous 13F -1,929 shares

    <0.01% of the 13F portfolio, value $5,669,385.

    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 6,367 shares
    Change vs previous 13F +1,554 shares

    0.01% of the 13F portfolio, value $8,030,325.

    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 4,813 shares
    Change vs previous 13F +381 shares

    <0.01% of the 13F portfolio, value $6,710,864.

    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 4,432 shares
    Change vs previous 13F +858 shares

    <0.01% of the 13F portfolio, value $5,440,977.

    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 3,574 shares
    Change vs previous 13F +703 shares

    <0.01% of the 13F portfolio, value $4,197,991.

    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 2,871 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $3,390,959.

    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 3,027 shares
    Change vs previous 13F +266 shares

    <0.01% of the 13F portfolio, value $3,703,700.

    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 2,761 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,140,672.

    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).