Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
MFIN holding history
Medallion Financial Corp 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.
MFIN overviewAll 13F holders of MFINFull Q2 2026 holdings
- Shares (Q1 2026)
- 0
- Sold out in Q1 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 0 | $0 | 0.0% | −11,136−100.0% | Sold out | Holders |
| Q4 2025 | 11,136 | $114.6K | <0.1% | −114−1.0% | Reduced | Holders |
| Q3 2025 | 11,250 | $113.6K | <0.1% | +11,250 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −318−100.0% | Sold out | Holders |
| Q3 2023 | 318 | $2.23K | <0.1% | +318 | New | Holders |