Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
ML holding history
Moneylion 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.
ML overviewAll 13F holders of MLFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −487−100.0% | Sold out | Holders |
| Q4 2024 | 487 | $41.9K | <0.1% | +487 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −3,735−100.0% | Sold outConverted for a 1-for-30 split | Holders |
| Q1 2023 | 112,060 | $63.6K | <0.1% | +8,480+8.2% | Added | Holders |
| Q4 2022 | 103,580 | $64.2K | <0.1% | +68,100+191.9% | Added | Holders |
| Q3 2022 | 35,480 | $32.0K | <0.1% | +35,480 | New | Holders |