Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
MLPB holding history
UBS AG 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.
MLPB overviewAll 13F holders of MLPBFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,390
- Value
- $270.5K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,390 | $270.5K | <0.1% | +1,349+16.8% | Added | Holders |
| Q1 2026 | 8,041 | $233.4K | <0.1% | −706−8.1% | Reduced | Holders |
| Q4 2025 | 8,747 | $221.3K | <0.1% | −2,537−22.5% | Reduced | Holders |
| Q3 2025 | 11,284 | $282.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2025 | 11,284 | $293.4K | <0.1% | +2,537+29.0% | Added | Holders |
| Q1 2025 | 8,747 | $242.8K | <0.1% | +6,210+244.8% | Added | Holders |
| Q4 2024 | 2,537 | $63.9K | <0.1% | +2,537 | New | Holders |