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CreativeOne Wealth, LLC: BAUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on BAUG, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 17,872 BAUG 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 17,872 shares
    Change vs previous 13F -2,197 shares

    0.02% of the 13F portfolio, value $958,199.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    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 20,069 shares
    Change vs previous 13F -732 shares

    0.02% of the 13F portfolio, value $980,327.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    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 20,801 shares
    Change vs previous 13F -17 shares

    0.03% of the 13F portfolio, value $1,040,872.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    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 20,818 shares
    Change vs previous 13F -3,025 shares

    0.02% of the 13F portfolio, value $1,019,888.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    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 23,843 shares
    Change vs previous 13F -503 shares

    0.03% of the 13F portfolio, value $1,097,259.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    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 24,346 shares
    Change vs previous 13F -269 shares

    0.03% of the 13F portfolio, value $1,033,488.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    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 24,615 shares
    Change vs previous 13F +7,884 shares

    0.03% of the 13F portfolio, value $1,072,820.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    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 16,731 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $715,699.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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