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CreativeOne Wealth, LLC: ARCC position timeline

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

CreativeOne Wealth, LLC held 59,967 ARCC 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 59,967 shares
    Change vs previous 13F -9,788 shares

    0.02% of the 13F portfolio, value $1,111,182.

    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 69,755 shares
    Change vs previous 13F -42,980 shares

    0.03% of the 13F portfolio, value $1,256,985.

    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 112,735 shares
    Change vs previous 13F -13,310 shares

    0.06% of the 13F portfolio, value $2,280,624.

    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 126,045 shares
    Change vs previous 13F -11,751 shares

    0.06% of the 13F portfolio, value $2,572,580.

    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 137,796 shares
    Change vs previous 13F -20,110 shares

    0.08% of the 13F portfolio, value $3,026,005.

    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 157,906 shares
    Change vs previous 13F +3,226 shares

    0.1% of the 13F portfolio, value $3,499,195.

    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 154,680 shares
    Change vs previous 13F +113,272 shares

    0.1% of the 13F portfolio, value $3,385,950.

    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 41,408 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $867,093.

    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).