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CreativeOne Wealth, LLC: FBND position timeline

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

CreativeOne Wealth, LLC held 15,430 FBND 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 15,430 shares
    Change vs previous 13F -4,849 shares

    0.02% of the 13F portfolio, value $701,895.

    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 20,279 shares
    Change vs previous 13F -1,890 shares

    0.02% of the 13F portfolio, value $925,107.

    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 22,169 shares
    Change vs previous 13F +6,855 shares

    0.02% of the 13F portfolio, value $1,020,664.

    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 15,314 shares
    Change vs previous 13F -475 shares

    0.02% of the 13F portfolio, value $708,121.

    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 15,789 shares
    Change vs previous 13F -3,964 shares

    0.02% of the 13F portfolio, value $722,369.

    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 19,753 shares
    Change vs previous 13F -1,207 shares

    0.03% of the 13F portfolio, value $901,710.

    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 20,960 shares
    Change vs previous 13F +2,687 shares

    0.03% of the 13F portfolio, value $940,465.

    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 18,273 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $854,094.

    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).