Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
MMI holding history
Marcus & Millichap, 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.
MMI overviewAll 13F holders of MMIFull Q2 2026 holdings
- Shares (Q2 2026)
- 49,329
- Value
- $1.54M
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 49,329 | $1.54M | <0.1% | +9,100+22.6% | Added | Holders |
| Q1 2026 | 40,229 | $1.07M | <0.1% | +24,415+154.4% | Added | Holders |
| Q4 2025 | 15,814 | $431.6K | <0.1% | −7,317−31.6% | Reduced | Holders |
| Q3 2025 | 23,131 | $678.9K | <0.1% | +10,942+89.8% | Added | Holders |
| Q2 2025 | 12,189 | $374.3K | <0.1% | −235−1.9% | Reduced | Holders |
| Q1 2025 | 12,424 | $428.0K | <0.1% | +79+0.6% | Added | Holders |
| Q4 2024 | 12,345 | $472.3K | <0.1% | −3,344−21.3% | Reduced | Holders |
| Q3 2024 | 15,689 | $621.8K | <0.1% | +7,853+100.2% | Added | Holders |
| Q2 2024 | 7,836 | $247.0K | <0.1% | +7,836 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −215−100.0% | Sold out | Holders |
| Q3 2023 | 215 | $6.31K | <0.1% | +215 | New | Holders |