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Disclosery

Creative Planning: BBUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Planning on BBUS, newest first. How the timeline and the estimate are built.

Creative Planning held 34,928 BBUS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,928 shares
    Change vs previous 13F -6,460 shares

    <0.01% of the 13F portfolio, value $4,705,482.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,388 shares
    Change vs previous 13F -16,050 shares

    <0.01% of the 13F portfolio, value $4,849,887.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 57,438 shares
    Change vs previous 13F -37,074 shares

    0.01% of the 13F portfolio, value $7,082,718.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 94,512 shares
    Change vs previous 13F -112,469 shares

    0.01% of the 13F portfolio, value $11,403,851.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 206,981 shares
    Change vs previous 13F -685,967 shares

    0.02% of the 13F portfolio, value $23,165,301.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 892,948 shares
    Change vs previous 13F +885,250 shares

    0.08% of the 13F portfolio, value $90,089,533.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $815,371.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).