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CreativeOne Wealth, LLC: BJUL position timeline

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

CreativeOne Wealth, LLC held 10,603 BJUL 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 10,603 shares
    Change vs previous 13F -481 shares

    0.01% of the 13F portfolio, value $575,849.

    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 11,084 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $550,716.

    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 11,860 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $602,048.

    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 11,909 shares
    Change vs previous 13F +4,450 shares

    0.01% of the 13F portfolio, value $591,407.

    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 7,459 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $351,543.

    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 7,497 shares
    Change vs previous 13F -362 shares

    0.01% of the 13F portfolio, value $323,691.

    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 7,859 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $350,178.

    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).