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CreativeOne Wealth, LLC: BIV position timeline

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

CreativeOne Wealth, LLC held 257,806 BIV 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 257,806 shares
    Change vs previous 13F +18,439 shares

    0.43% of the 13F portfolio, value $19,773,704.

    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 239,367 shares
    Change vs previous 13F +8,115 shares

    0.43% of the 13F portfolio, value $18,474,324.

    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 231,252 shares
    Change vs previous 13F +13,141 shares

    0.44% of the 13F portfolio, value $18,009,927.

    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 218,111 shares
    Change vs previous 13F -6,829 shares

    0.42% of the 13F portfolio, value $17,032,256.

    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 224,940 shares
    Change vs previous 13F -6,179 shares

    0.46% of the 13F portfolio, value $17,396,879.

    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 231,119 shares
    Change vs previous 13F +9,131 shares

    0.53% of the 13F portfolio, value $17,696,808.

    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 221,988 shares
    Change vs previous 13F +4,258 shares

    0.51% of the 13F portfolio, value $16,589,187.

    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 217,730 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $17,063,492.

    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).