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CreativeOne Wealth, LLC: CARR position timeline

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

CreativeOne Wealth, LLC held 5,455 CARR 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 5,455 shares
    Change vs previous 13F -1,331 shares

    0.01% of the 13F portfolio, value $400,124.

    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 6,786 shares
    Change vs previous 13F -20,618 shares

    0.01% of the 13F portfolio, value $382,115.

    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 27,404 shares
    Change vs previous 13F +5,002 shares

    0.04% of the 13F portfolio, value $1,448,015.

    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 22,402 shares
    Change vs previous 13F -12,360 shares

    0.03% of the 13F portfolio, value $1,337,362.

    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 34,762 shares
    Change vs previous 13F -1,664 shares

    0.07% of the 13F portfolio, value $2,544,208.

    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 36,426 shares
    Change vs previous 13F -6,939 shares

    0.07% of the 13F portfolio, value $2,309,414.

    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 43,365 shares
    Change vs previous 13F -4 shares

    0.09% of the 13F portfolio, value $2,960,095.

    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 43,369 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,490,795.

    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).