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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MDB holding history

MongoDB, 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.

MDB overviewAll 13F holders of MDBFull Q2 2026 holdings

Shares (Q2 2026)
31,481
Value
$10.6M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MDB by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,481$10.6M<0.1%+7,191+29.6%AddedHolders
Q1 202624,290$5.95M<0.1%+6,315+35.1%AddedHolders
Q4 202517,975$7.54M<0.1%−2,861−13.7%ReducedHolders
Q3 202520,836$6.47M<0.1%+9,348+81.4%AddedHolders
Q2 202511,488$2.41M<0.1%+3,929+52.0%AddedHolders
Q1 20257,559$1.33M<0.1%+129+1.7%AddedHolders
Q4 20247,430$1.73M<0.1%−9,988−57.3%ReducedHolders
Q3 202417,418$4.71M<0.1%+2,427+16.2%AddedHolders
Q2 202414,991$3.75M<0.1%+8,019+115.0%AddedHolders
Q1 20246,972$2.50M<0.1%+1,361+24.3%AddedHolders
Q4 20235,611$2.29M<0.1%+472+9.2%AddedHolders
Q3 20235,139$1.78M<0.1%+114+2.3%AddedHolders
Q2 20235,025$2.07M<0.1%+304+6.4%AddedHolders
Q1 20234,721$1.10M<0.1%+1,416+42.8%AddedHolders
Q4 20223,305$650.6K<0.1%+1,183+55.7%AddedHolders
Q3 20222,122$421.0K<0.1%+206+10.8%AddedHolders
Q2 20221,916$497.0K<0.1%−142−6.9%ReducedHolders
Q1 20222,058$913.0K<0.1%+34+1.7%AddedHolders
Q4 20212,024$1.07M<0.1%−31−1.5%ReducedHolders
Q3 20212,055$969.0K<0.1%−71−3.3%ReducedHolders
Q2 20212,126$769.0K<0.1%−3,146−59.7%ReducedHolders
Q1 20215,272$1.41M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.