Medallion Financial shares owned by Creative Planning
Quarter-by-quarter ownership of Medallion Financial (MFIN) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Medallion Financial
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Quarterly reported holdings in Medallion Financial by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $114k | 11k | 10.10 |
| 2023-09-30 | $2.2k | 318 | 7.03 |
| 2017-06-30 | $35k | 15k | 2.40 |
| 2017-03-31 | $27k | 14k | 1.97 |
| 2016-12-31 | $35k | 12k | 3.05 |
| 2016-09-30 | $6.0k | 1.5k | 4.07 |
| 2016-06-30 | $999 | 106 | 9.43 |
| 2016-03-31 | $1.0k | 115 | 8.70 |
| 2015-12-31 | $999 | 106 | 9.43 |
| 2015-09-30 | $19k | 2.5k | 7.58 |
| 2015-03-31 | $5.0k | 506 | 9.88 |
| 2014-12-31 | $5.0k | 506 | 9.88 |
| 2014-09-30 | $9.0k | 810 | 11.11 |
| 2014-06-30 | $10k | 810 | 12.35 |
| 2014-03-31 | $12k | 910 | 13.19 |
| 2013-12-31 | $22k | 1.5k | 14.61 |
| 2013-09-30 | $19k | 1.3k | 14.55 |
| 2013-06-30 | $4.0k | 306 | 13.07 |
| 2012-12-31 | $4.0k | 306 | 13.07 |
| 2012-09-30 | $999 | 106 | 9.43 |
| 2012-06-30 | $999 | 106 | 9.43 |