Position in B
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$270,516
-$24,558 QoQ
Shares Held
7,365
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#713
of 1,002 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in B Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $1,357,149 across 4 Gold names. B ranks #3 (19.9% of the industry book) .
All Filings in B
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,516 | 7,365 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $295,074 | 7,234 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $314,169 | 7,214 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $213,430 | 6,513 | Shares | Other | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||