Position in BLNE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,573
-$43,138 QoQ
Shares Held
38,175
0.0% QoQ
Ownership
0.116%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 38 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLNE Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Creative Planning holds $13,312,058 across 7 Mortgage Finance names. BLNE ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
546,077 | $8,600,712 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
31,220 | $1,707,733 | |
| 3 | UWMC |
UWM Holdings Corp
|
476,961 | $1,092,240 | |
| 4 | VEL |
Velocity Financial, Inc.
|
54,853 | $1,012,586 | |
| 5 | PFSI |
PennyMac Financial Services, Inc.
|
9,616 | $837,553 | |
| 6 | BLNE |
Beeline Holdings, Inc.
This page
|
38,175 | $46,573 | |
| 7 | LDI |
loanDepot, Inc.
|
11,729 | $14,661 |
All Filings in BLNE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,573 | 38,175 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $89,711 | 38,175 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $59,094 | 34,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $136,053 | 34,357 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,848 | 34,357 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||