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Disclosery

Creative Planning: MTH position timeline

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

Creative Planning held 116,078 MTH 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 116,078 shares
    Change vs previous 13F +65,060 shares

    0.01% of the 13F portfolio, value $9,733,179.

    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 51,018 shares
    Change vs previous 13F +3,324 shares

    <0.01% of the 13F portfolio, value $3,154,979.

    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 47,694 shares
    Change vs previous 13F +3,522 shares

    <0.01% of the 13F portfolio, value $3,138,265.

    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 44,172 shares
    Change vs previous 13F +13,872 shares

    <0.01% of the 13F portfolio, value $3,199,384.

    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 30,300 shares
    Change vs previous 13F -2,561 shares

    <0.01% of the 13F portfolio, value $2,029,206.

    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 32,861 shares
    Change vs previous 13F +21,031 shares

    <0.01% of the 13F portfolio, value $2,329,204.

    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 11,830 shares
    Change vs previous 13F -1,283 shares

    <0.01% of the 13F portfolio, value $1,819,719.

    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 13,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,689,120.

    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).