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Disclosery

Creative Planning: BRBR position timeline

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

Creative Planning held 163,458 BRBR 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 163,458 shares
    Change vs previous 13F +76,686 shares

    <0.01% of the 13F portfolio, value $2,115,147.

    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 86,772 shares
    Change vs previous 13F +25,183 shares

    <0.01% of the 13F portfolio, value $1,396,161.

    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 61,589 shares
    Change vs previous 13F +33,223 shares

    <0.01% of the 13F portfolio, value $1,646,274.

    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 28,366 shares
    Change vs previous 13F +14,267 shares

    <0.01% of the 13F portfolio, value $1,031,104.

    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 14,099 shares
    Change vs previous 13F -639 shares

    <0.01% of the 13F portfolio, value $816,755.

    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 14,738 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $1,097,391.

    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 15,768 shares
    Change vs previous 13F +2,448 shares

    <0.01% of the 13F portfolio, value $1,187,961.

    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).

  8. period ended2024-09-30
    13F 13,320 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $808,791.

    13F-HR 0001540235-24-000006 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).