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CreativeOne Wealth, LLC: COWZ position timeline

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

CreativeOne Wealth, LLC held 13,643 COWZ 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 13,643 shares
    Change vs previous 13F -2,121 shares

    0.02% of the 13F portfolio, value $848,565.

    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 15,764 shares
    Change vs previous 13F +208 shares

    0.02% of the 13F portfolio, value $986,217.

    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 15,556 shares
    Change vs previous 13F -18,165 shares

    0.02% of the 13F portfolio, value $935,991.

    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 33,721 shares
    Change vs previous 13F -17,869 shares

    0.05% of the 13F portfolio, value $1,937,969.

    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 51,590 shares
    Change vs previous 13F -33,258 shares

    0.07% of the 13F portfolio, value $2,842,639.

    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 84,848 shares
    Change vs previous 13F -16,611 shares

    0.14% of the 13F portfolio, value $4,646,263.

    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 101,459 shares
    Change vs previous 13F +34,921 shares

    0.18% of the 13F portfolio, value $5,730,388.

    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 66,538 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,847,894.

    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).