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Disclosery

CreativeOne Wealth, LLC: BBCB position timeline

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

CreativeOne Wealth, LLC held 8,509 BBCB 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 8,509 shares
    Change vs previous 13F -3,662 shares

    0.01% of the 13F portfolio, value $385,661.

    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 12,171 shares
    Change vs previous 13F -538 shares

    0.01% of the 13F portfolio, value $551,955.

    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 12,709 shares
    Change vs previous 13F +1,585 shares

    0.01% of the 13F portfolio, value $582,224.

    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 11,124 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $514,631.

    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 10,072 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $460,167.

    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 9,832 shares
    Change vs previous 13F +151 shares

    0.01% of the 13F portfolio, value $446,614.

    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 9,681 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $433,130.

    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 8,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $401,216.

    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).