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CreativeOne Wealth, LLC: CHWY position timeline

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

CreativeOne Wealth, LLC held 74,742 CHWY 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 74,742 shares
    Change vs previous 13F +28,750 shares

    0.03% of the 13F portfolio, value $1,468,680.

    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 45,992 shares
    Change vs previous 13F +7,123 shares

    0.03% of the 13F portfolio, value $1,241,784.

    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 38,869 shares
    Change vs previous 13F +10,602 shares

    0.03% of the 13F portfolio, value $1,284,620.

    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 28,267 shares
    Change vs previous 13F -19,353 shares

    0.03% of the 13F portfolio, value $1,143,400.

    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 47,620 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,029,565.

    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).