Creative Planning BLNE — BEELINE HOLDINGS INC

Ownership history in Creative Planning  ·  6 quarters on record

AI Ownership Summary

Creative Planning reported BEELINE HOLDINGS INC (BLNE) in 6 quarterly 13F filings from 2025 Q2 through 2026 Q3. The latest visible filing shows BLNE 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.

What this BLNE 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 BEELINE HOLDINGS INC, 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

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

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 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.

BLNE stock page Creative Planning fund profile Creative Planning full holdings
How Creative Planning held BLNE — position size vs. price
% of Fund (quarterly)    BLNE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 38,175 — 0% 0.00% $32K 2026-11-02 $0.66
2026 Q2 UNCHANGED — — — 38,175 — 0% 0.00% $47K 2026-08-13 $1.11
2026 Q1 ADDED — — — 38,175 +3,818 +11.1% 0.00% $90K 2026-05-12 $1.80
2025 Q4 UNCHANGED — — — 34,357 — 0% 0.00% $59K 2026-02-17 $2.73
2025 Q3 UNCHANGED — — — 34,357 — 0% 0.00% $136K 2025-11-14 $1.74
2025 Q2 INITIATED — — — 34,357 — — 0.00% $51K 2025-08-08 $2.02

🏢 Other funds also holding BLNE

As of 2026 Q3 — sorted by position size

PERKINS CAPITAL MANAGEMENT INC 3Y 7Y 0.47% Womack Financial LLC 0.04% Relyea Zuckerberg Hanson LLC 3Y 0.01% INTEGRITY ALLIANCE, LLC. 0.0% Intrua Financial, LLC 3Y 0.0% MANCHESTER FINANCIAL INC 3Y 7Y 0.0% Sowell Financial Services LLC 3Y 7Y 0.0% CITIZENS FINANCIAL GROUP INC/RI 3Y 7Y 0.0% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 0.0% SBI Securities Co., Ltd. 0.0%

FAQ About Creative Planning and BLNE

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 BLNE?

Creative Planning reported BLNE across 6 quarterly 13F filings, from 2025 Q2 through 2026 Q3.

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

The largest reported portfolio weight for BLNE was 0.00% in 2025 Q3.

What is the latest reported BLNE position on this page?

The most recent filing on this page is 2026 Q3, when Creative Planning reported 38,175 shares, equal to 0.00% of portfolio, with an estimated market value of $32K.

What does the chart on this BLNE ownership page compare?

The chart compares Creative Planning's quarterly BLNE 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.

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