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Disclosery

CreativeOne Wealth, LLC: CLM position timeline

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

CreativeOne Wealth, LLC held 79,026 CLM 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 79,026 shares
    Change vs previous 13F +2,212 shares

    0.01% of the 13F portfolio, value $597,437.

    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 76,814 shares
    Change vs previous 13F +625 shares

    0.01% of the 13F portfolio, value $559,204.

    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 76,189 shares
    Change vs previous 13F +7,109 shares

    0.02% of the 13F portfolio, value $636,935.

    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 69,080 shares
    Change vs previous 13F +29,968 shares

    0.01% of the 13F portfolio, value $571,981.

    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 39,112 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $317,588.

    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).