Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MDLA holding history

Medallia, 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.

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

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of MDLA by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−11,092−100.0%	Sold out	Holders
Q3 2021	11,092	$376.0K	<0.1%	−4,997−31.1%	Reduced	Holders
Q2 2021	16,089	$543.0K	<0.1%	+16,089	New	Holders