Creative Planning MFH MERCURITY FINTECH HOLDING IN

Ownership history in Creative Planning  ·  3 quarters on record

AI Ownership Summary

Creative Planning reported MERCURITY FINTECH HOLDING IN (MFH) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. The latest visible filing shows MFH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in MERCURITY FINTECH HOLDING IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MFH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creative Planning held MFH — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 61,593 +22,457 +57.4% 0.00% $245K 2026-05-12
2025 Q4 ADDED 39,136 +5,843 +17.6% 0.00% $195K 2026-02-17
2025 Q3 INITIATED 33,293 0.00% $818K 2025-11-14

FAQ About Creative Planning and MFH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning MFH?

Creative Planning reported MFH across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MFH position in Creative Planning's portfolio?

The largest reported portfolio weight for MFH was 0.00% in 2025 Q3.

What is the latest reported MFH position on this page?

The most recent filing on this page is 2026 Q1, when Creative Planning reported 61,593 shares, equal to 0.00% of portfolio, with an estimated market value of $245K.

What does the chart on this MFH ownership page compare?

The chart compares Creative Planning's quarterly MFH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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