Skip to content
Disclosery

CreativeOne Wealth, LLC: BJAN position timeline

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

CreativeOne Wealth, LLC held 8,719 BJAN 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 8,719 shares
    Change vs previous 13F +222 shares

    0.01% of the 13F portfolio, value $513,288.

    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 8,497 shares
    Change vs previous 13F +241 shares

    0.01% of the 13F portfolio, value $453,145.

    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 8,256 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $454,522.

    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 8,247 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $437,220.

    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 8,584 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $431,128.

    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 8,631 shares
    Change vs previous 13F +1,545 shares

    0.01% of the 13F portfolio, value $402,482.

    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 7,086 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $339,774.

    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).