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CreativeOne Wealth, LLC: CMCSA position timeline

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

CreativeOne Wealth, LLC held 69,476 CMCSA 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 69,476 shares
    Change vs previous 13F +12,035 shares

    0.04% of the 13F portfolio, value $1,705,628.

    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 57,441 shares
    Change vs previous 13F +2,691 shares

    0.04% of the 13F portfolio, value $1,649,131.

    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 54,750 shares
    Change vs previous 13F +7,464 shares

    0.04% of the 13F portfolio, value $1,636,483.

    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 47,286 shares
    Change vs previous 13F +23,644 shares

    0.04% of the 13F portfolio, value $1,485,741.

    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 23,642 shares
    Change vs previous 13F +1,068 shares

    0.02% of the 13F portfolio, value $843,802.

    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 22,574 shares
    Change vs previous 13F -12,670 shares

    0.02% of the 13F portfolio, value $832,978.

    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 35,244 shares
    Change vs previous 13F -2,147 shares

    0.04% of the 13F portfolio, value $1,322,713.

    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 37,391 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,561,825.

    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).