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CreativeOne Wealth, LLC: ACHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CreativeOne Wealth, LLC on ACHR, newest first. How the timeline and the estimate are built.

CreativeOne Wealth, LLC held 34,275 ACHR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,275 shares
    Change vs previous 13F +8,035 shares

    <0.01% of the 13F portfolio, value $162,121.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,240 shares
    Change vs previous 13F -8,153 shares

    <0.01% of the 13F portfolio, value $135,661.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,393 shares
    Change vs previous 13F +9,495 shares

    0.01% of the 13F portfolio, value $258,635.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,898 shares
    Change vs previous 13F -12,447 shares

    0.01% of the 13F portfolio, value $238,523.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 37,345 shares
    Change vs previous 13F +14,507 shares

    0.01% of the 13F portfolio, value $405,193.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,838 shares
    Change vs previous 13F -62,304 shares

    <0.01% of the 13F portfolio, value $162,378.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 85,142 shares
    Change vs previous 13F -11,290 shares

    0.03% of the 13F portfolio, value $830,135.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 96,432 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $292,189.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).