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Disclosery

CreativeOne Wealth, LLC: COR position timeline

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

CreativeOne Wealth, LLC held 2,714 COR 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 2,714 shares
    Change vs previous 13F -503 shares

    0.02% of the 13F portfolio, value $768,236.

    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 3,217 shares
    Change vs previous 13F -76 shares

    0.02% of the 13F portfolio, value $1,010,743.

    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 3,293 shares
    Change vs previous 13F +313 shares

    0.03% of the 13F portfolio, value $1,112,283.

    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 2,980 shares
    Change vs previous 13F -3,119 shares

    0.02% of the 13F portfolio, value $931,480.

    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 6,099 shares
    Change vs previous 13F +454 shares

    0.05% of the 13F portfolio, value $1,828,823.

    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 5,645 shares
    Change vs previous 13F -63 shares

    0.05% of the 13F portfolio, value $1,569,935.

    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 5,708 shares
    Change vs previous 13F +322 shares

    0.04% of the 13F portfolio, value $1,282,456.

    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 5,386 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,212,194.

    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).