Skip to content
Disclosery

CreativeOne Wealth, LLC: BRK-B position timeline

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

CreativeOne Wealth, LLC held 36,565 BRK-B 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 36,565 shares
    Change vs previous 13F -1,710 shares

    0.39% of the 13F portfolio, value $18,296,660.

    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 38,275 shares
    Change vs previous 13F +1,265 shares

    0.43% of the 13F portfolio, value $18,341,283.

    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 37,010 shares
    Change vs previous 13F +388 shares

    0.45% of the 13F portfolio, value $18,602,975.

    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 36,622 shares
    Change vs previous 13F -17,720 shares

    0.45% of the 13F portfolio, value $18,411,242.

    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 54,342 shares
    Change vs previous 13F +2,387 shares

    0.69% of the 13F portfolio, value $26,397,615.

    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 51,955 shares
    Change vs previous 13F +5,505 shares

    0.83% of the 13F portfolio, value $27,670,086.

    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 46,450 shares
    Change vs previous 13F +16,328 shares

    0.65% of the 13F portfolio, value $21,055,071.

    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 30,122 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $13,863,859.

    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).