Skip to content
Disclosery

CreativeOne Wealth, LLC: AVIG position timeline

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

CreativeOne Wealth, LLC held 12,175 AVIG 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 12,175 shares
    Change vs previous 13F -955 shares

    0.01% of the 13F portfolio, value $504,179.

    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 13,130 shares
    Change vs previous 13F -7,763 shares

    0.01% of the 13F portfolio, value $545,404.

    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 20,893 shares
    Change vs previous 13F +909 shares

    0.02% of the 13F portfolio, value $875,915.

    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 19,984 shares
    Change vs previous 13F +7,518 shares

    0.02% of the 13F portfolio, value $840,927.

    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 12,466 shares
    Change vs previous 13F -27,667 shares

    0.01% of the 13F portfolio, value $518,840.

    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 40,133 shares
    Change vs previous 13F +14,806 shares

    0.05% of the 13F portfolio, value $1,661,101.

    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 25,327 shares
    Change vs previous 13F +2,830 shares

    0.03% of the 13F portfolio, value $1,027,525.

    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 22,497 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $956,362.

    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).