Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MCHB holding history

Mechanics Bancorp 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.

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

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of MCHB by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−18,725−100.0%	Sold out	Holders
Q1 2026	18,725	$276.2K	<0.1%	+3,896+26.3%	Added	Holders
Q4 2025	14,829	$216.9K	<0.1%	+14,829	New	Holders