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Disclosery

CreativeOne Wealth, LLC: CGDV position timeline

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

CreativeOne Wealth, LLC held 84,591 CGDV 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 84,591 shares
    Change vs previous 13F -1,480 shares

    0.09% of the 13F portfolio, value $4,168,686.

    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 86,071 shares
    Change vs previous 13F +69,797 shares

    0.09% of the 13F portfolio, value $3,661,491.

    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 ended2025-09-30
    13F 16,274 shares
    Change vs previous 13F +11,135 shares

    0.02% of the 13F portfolio, value $683,996.

    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).

  4. period ended2025-06-30
    13F 5,139 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $202,939.

    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).