Skip to content
Disclosery

CreativeOne Wealth, LLC: BDEC position timeline

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

CreativeOne Wealth, LLC held 9,137 BDEC 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 9,137 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $486,111.

    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 8,955 shares
    Change vs previous 13F -4,669 shares

    0.01% of the 13F portfolio, value $429,847.

    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 13,624 shares
    Change vs previous 13F -3,792 shares

    0.02% of the 13F portfolio, value $675,205.

    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 17,416 shares
    Change vs previous 13F +478 shares

    0.02% of the 13F portfolio, value $834,749.

    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 16,938 shares
    Change vs previous 13F -569 shares

    0.02% of the 13F portfolio, value $764,920.

    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 17,507 shares
    Change vs previous 13F +626 shares

    0.02% of the 13F portfolio, value $732,769.

    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 16,881 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $727,740.

    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).