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Disclosery

CreativeOne Wealth, LLC: BOND position timeline

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

CreativeOne Wealth, LLC held 905,609 BOND 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 905,609 shares
    Change vs previous 13F +69,885 shares

    1.8% of the 13F portfolio, value $83,506,171.

    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 835,724 shares
    Change vs previous 13F +63,704 shares

    1.79% of the 13F portfolio, value $77,120,590.

    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 772,020 shares
    Change vs previous 13F +66,696 shares

    1.74% of the 13F portfolio, value $71,859,544.

    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 705,324 shares
    Change vs previous 13F -46,333 shares

    1.61% of the 13F portfolio, value $65,842,047.

    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 751,657 shares
    Change vs previous 13F -12,829 shares

    1.81% of the 13F portfolio, value $69,287,729.

    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 764,486 shares
    Change vs previous 13F +387,218 shares

    2.11% of the 13F portfolio, value $70,692,068.

    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 377,268 shares
    Change vs previous 13F +46,703 shares

    1.05% of the 13F portfolio, value $34,112,584.

    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 330,565 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $31,274,737.

    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).