Skip to content
Disclosery

CreativeOne Wealth, LLC: BBDC position timeline

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

CreativeOne Wealth, LLC held 17,961 BBDC 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 17,961 shares
    Change vs previous 13F -316 shares

    <0.01% of the 13F portfolio, value $153,028.

    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 18,277 shares
    Change vs previous 13F -3,748 shares

    <0.01% of the 13F portfolio, value $150,422.

    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 22,025 shares
    Change vs previous 13F -6,110 shares

    <0.01% of the 13F portfolio, value $202,191.

    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 28,135 shares
    Change vs previous 13F -6,561 shares

    0.01% of the 13F portfolio, value $246,465.

    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 34,696 shares
    Change vs previous 13F +1,129 shares

    0.01% of the 13F portfolio, value $317,123.

    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 33,567 shares
    Change vs previous 13F -4,165 shares

    0.01% of the 13F portfolio, value $320,228.

    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 37,732 shares
    Change vs previous 13F +496 shares

    0.01% of the 13F portfolio, value $361,093.

    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 37,236 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $364,914.

    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).