Position in NB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$519,683
-$29,587 QoQ
Shares Held
116,521
+12.4% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NB Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Mar 31, 2026CreativeOne Wealth, LLC holds $875,521 across 2 Other Industrial Metals & Mining names. NB ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NB |
Niocorp Developments Ltd
This page
|
116,521 | $519,683 | |
| 2 | MTRN |
MATERION Corp
|
2,460 | $355,838 |
All Filings in NB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $519,683 | 116,521 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $549,270 | 103,636 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $576,550 | 86,310 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $229,744 | 98,603 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $59,066 | 29,983 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $26,407 | 17,037 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $29,410 | 13,491 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,353 | 12,343 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||