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CreativeOne Wealth, LLC: CAH position timeline

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

CreativeOne Wealth, LLC held 4,170 CAH 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 4,170 shares
    Change vs previous 13F -1,532 shares

    0.02% of the 13F portfolio, value $990,582.

    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 5,702 shares
    Change vs previous 13F -3,875 shares

    0.03% of the 13F portfolio, value $1,204,856.

    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 9,577 shares
    Change vs previous 13F +1,300 shares

    0.05% of the 13F portfolio, value $1,967,896.

    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 8,277 shares
    Change vs previous 13F +1,466 shares

    0.03% of the 13F portfolio, value $1,299,099.

    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 6,811 shares
    Change vs previous 13F +167 shares

    0.03% of the 13F portfolio, value $1,144,278.

    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 6,644 shares
    Change vs previous 13F +2,608 shares

    0.03% of the 13F portfolio, value $915,347.

    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 4,036 shares
    Change vs previous 13F +382 shares

    0.01% of the 13F portfolio, value $477,375.

    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 3,654 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $403,861.

    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).