Skip to content
Disclosery

CreativeOne Wealth, LLC: BJ position timeline

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

CreativeOne Wealth, LLC held 2,878 BJ 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 2,878 shares
    Change vs previous 13F -573 shares

    0.01% of the 13F portfolio, value $251,019.

    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 3,451 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $339,648.

    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 3,309 shares
    Change vs previous 13F -915 shares

    0.01% of the 13F portfolio, value $297,909.

    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 4,224 shares
    Change vs previous 13F -547 shares

    0.01% of the 13F portfolio, value $393,889.

    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 4,771 shares
    Change vs previous 13F +1,135 shares

    0.01% of the 13F portfolio, value $514,457.

    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 3,636 shares
    Change vs previous 13F +102 shares

    0.01% of the 13F portfolio, value $414,867.

    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 3,534 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $315,763.

    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).