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CreativeOne Wealth, LLC: AGGH position timeline

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

CreativeOne Wealth, LLC held 111,041 AGGH 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 111,041 shares
    Change vs previous 13F +44,401 shares

    0.05% of the 13F portfolio, value $2,239,706.

    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 66,640 shares
    Change vs previous 13F -7,589 shares

    0.03% of the 13F portfolio, value $1,356,131.

    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 74,229 shares
    Change vs previous 13F -25,897 shares

    0.04% of the 13F portfolio, value $1,536,533.

    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 100,126 shares
    Change vs previous 13F +48,448 shares

    0.05% of the 13F portfolio, value $2,073,615.

    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 51,678 shares
    Change vs previous 13F +8,366 shares

    0.03% of the 13F portfolio, value $1,066,623.

    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 43,312 shares
    Change vs previous 13F +6,834 shares

    0.03% of the 13F portfolio, value $916,055.

    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 36,478 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $752,551.

    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).