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Disclosery

CreativeOne Wealth, LLC: BOTZ position timeline

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

CreativeOne Wealth, LLC held 27,903 BOTZ 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 27,903 shares
    Change vs previous 13F -2,886 shares

    0.02% of the 13F portfolio, value $1,058,615.

    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 30,789 shares
    Change vs previous 13F -1,050 shares

    0.02% of the 13F portfolio, value $1,022,793.

    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 31,839 shares
    Change vs previous 13F -10,414 shares

    0.03% of the 13F portfolio, value $1,153,526.

    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 42,253 shares
    Change vs previous 13F -12,598 shares

    0.04% of the 13F portfolio, value $1,497,009.

    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 54,851 shares
    Change vs previous 13F -13,661 shares

    0.05% of the 13F portfolio, value $1,790,894.

    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 68,512 shares
    Change vs previous 13F -4,660 shares

    0.06% of the 13F portfolio, value $1,949,876.

    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 73,172 shares
    Change vs previous 13F -14,230 shares

    0.07% of the 13F portfolio, value $2,337,862.

    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 87,402 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,809,992.

    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).