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Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MBI holding history

Mbia Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MBI overviewAll 13F holders of MBIFull Q2 2026 holdings

Shares (Q2 2026)
37,760
Value
$246.2K
% of portfolio
<0.1%
Quarters held
7
Since Q1 2022
Holdings of MBI by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202637,760$246.2K<0.1%+17,376+85.2%AddedHolders
Q1 202620,384$120.5K<0.1%+6,084+42.5%AddedHolders
Q4 202514,300$102.4K<0.1%+2,305+19.2%AddedHolders
Q3 202511,995$89.4K<0.1%+11,995NewHolders
Q1 20250$00.0%−26,728−100.0%Sold outHolders
Q4 202426,728$172.7K<0.1%+26,728NewHolders
Q2 20240$00.0%−15,508−100.0%Sold outHolders
Q1 202415,508$104.8K<0.1%+15,508NewHolders
Q2 20220$00.0%−11,628−100.0%Sold outHolders
Q1 202211,628$179.0K<0.1%+11,628NewHolders