Creative Planning BBW — BUILD A BEAR WORKSHOP COM

Ownership history in Creative Planning  ·  7 quarters on record

AI Ownership Summary

Creative Planning reported BUILD A BEAR WORKSHOP COM (BBW) in 7 quarterly 13F filings from 2025 Q3 through 2026 Q3. The latest visible filing shows BBW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in BUILD A BEAR WORKSHOP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

BBW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Creative Planning held BBW — position size vs. price
% of Fund (quarterly)    BBW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 68,760 +35,363 +105.9% 0.00% $1.7M 2026-11-02 $29.54
2026 Q2 ADDED — — — 33,397 +24,542 +277.2% 0.00% $1.0M 2026-08-13 $37.45
2026 Q1 ADDED — — — 8,855 +3,682 +71.2% 0.00% $332K 2026-05-12 $35.55
2025 Q4 ADDED — — — 5,173 +1,519 +41.6% 0.00% $317K 2026-02-17 $50.13
2025 Q3 ADDED — — — 3,654 +3,454 +1727.0% 0.00% $238K 2025-11-14 $47.45
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Creative Planning and BBW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning BBW?

Creative Planning reported BBW across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported BBW position in Creative Planning's portfolio?

The largest reported portfolio weight for BBW was 0.00% in 2026 Q3.

What is the latest reported BBW position on this page?

The most recent filing on this page is 2026 Q3, when Creative Planning reported 68,760 shares, equal to 0.00% of portfolio, with an estimated market value of $1.7M.

What does the chart on this BBW ownership page compare?

The chart compares Creative Planning's quarterly BBW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Creative Planning time their BBW position?

Based on 13F filing dates vs. subsequent BBW price moves, Creative Planning correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BBW relative to SPY over the holding period was -46.1%.

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