Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MBX holding history

MBX Biosciences, 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.

MBX overview All 13F holders of MBX Full Q2 2026 holdings

Shares (Q2 2026): 39,524
Value: $2.18M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of MBX by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,524	$2.18M	<0.1%	+3,554+9.9%	Added	Holders
Q1 2026	35,970	$1.07M	<0.1%	+2,319+6.9%	Added	Holders
Q4 2025	33,651	$1.06M	<0.1%	+4,919+17.1%	Added	Holders
Q3 2025	28,732	$502.8K	<0.1%	+28,732	New	Holders