Position in BLNE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$89,711
+$30,617 QoQ
Shares Held
38,175
+11.1% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Creative Planning holds $11,588,047 across 7 Mortgage Finance names. BLNE ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
522,202 | $7,441,378 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
14,631 | $1,278,749 | |
| 3 | VEL |
Velocity Financial, Inc.
|
53,898 | $975,014 | |
| 4 | UWMC |
UWM Holdings Corp
|
220,151 | $796,946 | |
| 5 | WD |
Walker & Dunlop, Inc.
|
16,992 | $754,104 | |
| 6 | LDI |
loanDepot, Inc.
|
177,567 | $252,145 | |
| 7 | BLNE |
Beeline Holdings, Inc.
This page
|
38,175 | $89,711 |
All Filings in BLNE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||