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CreativeOne Wealth, LLC: BIZD position timeline

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

CreativeOne Wealth, LLC held 47,647 BIZD 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 47,647 shares
    Change vs previous 13F -2,776 shares

    0.01% of the 13F portfolio, value $603,215.

    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 50,423 shares
    Change vs previous 13F -8,004 shares

    0.01% of the 13F portfolio, value $645,414.

    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 58,427 shares
    Change vs previous 13F -39,421 shares

    0.02% of the 13F portfolio, value $828,493.

    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 97,848 shares
    Change vs previous 13F -29,747 shares

    0.04% of the 13F portfolio, value $1,461,849.

    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 127,595 shares
    Change vs previous 13F -15,343 shares

    0.05% of the 13F portfolio, value $2,077,241.

    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 142,938 shares
    Change vs previous 13F +6,101 shares

    0.07% of the 13F portfolio, value $2,395,634.

    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 136,837 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,275,602.

    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).