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Creative Planning: MTZ position timeline

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

Creative Planning held 14,677 MTZ 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 14,677 shares
    Change vs previous 13F +320 shares

    <0.01% of the 13F portfolio, value $6,106,557.

    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 14,357 shares
    Change vs previous 13F +2,090 shares

    <0.01% of the 13F portfolio, value $4,619,371.

    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 12,267 shares
    Change vs previous 13F +1,388 shares

    <0.01% of the 13F portfolio, value $2,666,439.

    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 10,879 shares
    Change vs previous 13F +4,658 shares

    <0.01% of the 13F portfolio, value $2,315,160.

    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 6,221 shares
    Change vs previous 13F +1,033 shares

    <0.01% of the 13F portfolio, value $1,060,245.

    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 5,188 shares
    Change vs previous 13F +1,475 shares

    <0.01% of the 13F portfolio, value $605,491.

    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 3,713 shares
    Change vs previous 13F +804 shares

    <0.01% of the 13F portfolio, value $505,488.

    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 2,909 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $358,098.

    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).