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CreativeOne Wealth, LLC: BBHY position timeline

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

CreativeOne Wealth, LLC held 51,130 BBHY 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 51,130 shares
    Change vs previous 13F +17,492 shares

    0.05% of the 13F portfolio, value $2,356,861.

    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 33,638 shares
    Change vs previous 13F -3,978 shares

    0.04% of the 13F portfolio, value $1,541,623.

    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 37,616 shares
    Change vs previous 13F +7,403 shares

    0.04% of the 13F portfolio, value $1,749,124.

    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 30,213 shares
    Change vs previous 13F -189 shares

    0.03% of the 13F portfolio, value $1,419,988.

    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 30,402 shares
    Change vs previous 13F -14,384 shares

    0.04% of the 13F portfolio, value $1,417,933.

    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 44,786 shares
    Change vs previous 13F +1,523 shares

    0.06% of the 13F portfolio, value $2,062,383.

    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 43,263 shares
    Change vs previous 13F +1,793 shares

    0.06% of the 13F portfolio, value $1,993,548.

    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 41,470 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,963,994.

    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).