Creative Planning
- SEC CIK
- 0001540235
- Latest filing
- Aug 13, 2026
BBT holding history
Beacon Financial Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
BBT overviewAll 13F holders of BBTFull Q2 2026 holdings
- Shares (Q2 2026)
- 7,416
- Value
- $225.8K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q3 2025
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,416 | $225.8K | <0.1% | −20,808−73.7% | Reduced | Holders |
| Q1 2026 | 28,224 | $846.7K | <0.1% | +17,924+174.0% | Added | Holders |
| Q4 2025 | 10,300 | $271.6K | <0.1% | −2,240−17.9% | Reduced | Holders |
| Q3 2025 | 12,540 | $297.3K | <0.1% | +12,540 | New | Holders |