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Disclosery

Creative Planning: BWMN position timeline

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

Creative Planning held 13,535 BWMN 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 13,535 shares
    Change vs previous 13F +1,390 shares

    <0.01% of the 13F portfolio, value $395,222.

    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 12,145 shares
    Change vs previous 13F -1,151 shares

    <0.01% of the 13F portfolio, value $345,404.

    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 13,296 shares
    Change vs previous 13F -522 shares

    <0.01% of the 13F portfolio, value $439,034.

    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 13,818 shares
    Change vs previous 13F +661 shares

    <0.01% of the 13F portfolio, value $585,331.

    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 13,157 shares
    Change vs previous 13F -6,649 shares

    <0.01% of the 13F portfolio, value $378,264.

    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 19,806 shares
    Change vs previous 13F +19,740 shares

    <0.01% of the 13F portfolio, value $432,365.

    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 66 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,647.

    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).