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CreativeOne Wealth, LLC: BUYW position timeline

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

CreativeOne Wealth, LLC held 112,624 BUYW 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 112,624 shares
    Change vs previous 13F +9,080 shares

    0.04% of the 13F portfolio, value $1,627,417.

    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 103,544 shares
    Change vs previous 13F +2,273 shares

    0.03% of the 13F portfolio, value $1,457,899.

    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 101,271 shares
    Change vs previous 13F +8,915 shares

    0.04% of the 13F portfolio, value $1,450,194.

    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 92,356 shares
    Change vs previous 13F -100,586 shares

    0.03% of the 13F portfolio, value $1,312,383.

    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 192,942 shares
    Change vs previous 13F -1,475 shares

    0.07% of the 13F portfolio, value $2,708,901.

    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 194,417 shares
    Change vs previous 13F -6,742 shares

    0.08% of the 13F portfolio, value $2,669,349.

    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 201,159 shares
    Change vs previous 13F +8,918 shares

    0.09% of the 13F portfolio, value $2,804,161.

    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 192,241 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,679,838.

    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).