Skip to content
Disclosery

CreativeOne Wealth, LLC: BLV position timeline

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

CreativeOne Wealth, LLC held 224,084 BLV 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 224,084 shares
    Change vs previous 13F +21,474 shares

    0.33% of the 13F portfolio, value $15,446,137.

    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 202,610 shares
    Change vs previous 13F +5,406 shares

    0.32% of the 13F portfolio, value $13,935,524.

    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 197,204 shares
    Change vs previous 13F +12,848 shares

    0.33% of the 13F portfolio, value $13,709,603.

    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 184,356 shares
    Change vs previous 13F +5,713 shares

    0.32% of the 13F portfolio, value $13,061,608.

    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 178,643 shares
    Change vs previous 13F -52,184 shares

    0.33% of the 13F portfolio, value $12,422,831.

    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 230,827 shares
    Change vs previous 13F -14,232 shares

    0.49% of the 13F portfolio, value $16,254,853.

    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 245,059 shares
    Change vs previous 13F +6,069 shares

    0.51% of the 13F portfolio, value $16,769,398.

    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 238,990 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $17,964,898.

    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).