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Disclosery

CreativeOne Wealth, LLC: ANET position timeline

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

CreativeOne Wealth, LLC held 19,936 ANET 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 19,936 shares
    Change vs previous 13F -2,758 shares

    0.07% of the 13F portfolio, value $3,386,728.

    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 22,694 shares
    Change vs previous 13F -1,946 shares

    0.06% of the 13F portfolio, value $2,786,316.

    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 24,640 shares
    Change vs previous 13F -3,503 shares

    0.08% of the 13F portfolio, value $3,228,522.

    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 28,143 shares
    Change vs previous 13F -678 shares

    0.1% of the 13F portfolio, value $4,100,693.

    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 28,821 shares
    Change vs previous 13F -8,481 shares

    0.08% of the 13F portfolio, value $2,948,651.

    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 37,302 shares
    Change vs previous 13F +3,951 shares

    0.09% of the 13F portfolio, value $2,890,140.

    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 33,351 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,686,259.

    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).