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CreativeOne Wealth, LLC: AVUS position timeline

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

CreativeOne Wealth, LLC held 3,202 AVUS 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 3,202 shares
    Change vs previous 13F -11,168 shares

    0.01% of the 13F portfolio, value $410,114.

    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 14,370 shares
    Change vs previous 13F -14,017 shares

    0.04% of the 13F portfolio, value $1,597,627.

    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 28,387 shares
    Change vs previous 13F +1,193 shares

    0.08% of the 13F portfolio, value $3,173,145.

    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 27,194 shares
    Change vs previous 13F -710 shares

    0.07% of the 13F portfolio, value $2,956,026.

    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 27,904 shares
    Change vs previous 13F -8,898 shares

    0.07% of the 13F portfolio, value $2,813,313.

    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 36,802 shares
    Change vs previous 13F +5,664 shares

    0.1% of the 13F portfolio, value $3,399,733.

    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 31,138 shares
    Change vs previous 13F +2,378 shares

    0.09% of the 13F portfolio, value $3,018,175.

    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 28,760 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,736,561.

    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).