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CreativeOne Wealth, LLC: BNDX position timeline

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

CreativeOne Wealth, LLC held 1,184,598 BNDX 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 1,184,598 shares
    Change vs previous 13F +38,631 shares

    1.24% of the 13F portfolio, value $57,370,079.

    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 1,145,967 shares
    Change vs previous 13F +73,976 shares

    1.28% of the 13F portfolio, value $55,063,707.

    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 1,071,991 shares
    Change vs previous 13F +54,503 shares

    1.26% of the 13F portfolio, value $51,798,607.

    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 1,017,488 shares
    Change vs previous 13F +32,052 shares

    1.23% of the 13F portfolio, value $50,324,985.

    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 985,436 shares
    Change vs previous 13F +341,647 shares

    1.28% of the 13F portfolio, value $48,788,953.

    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 643,789 shares
    Change vs previous 13F +1,899 shares

    0.94% of the 13F portfolio, value $31,429,792.

    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 641,890 shares
    Change vs previous 13F +34,281 shares

    0.96% of the 13F portfolio, value $31,484,715.

    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 607,609 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $30,550,573.

    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).