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Disclosery

CreativeOne Wealth, LLC: CRK position timeline

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

CreativeOne Wealth, LLC held 19,406 CRK 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 19,406 shares
    Change vs previous 13F +4,975 shares

    0.01% of the 13F portfolio, value $289,534.

    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 14,431 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $304,201.

    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 14,431 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $334,505.

    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 13,931 shares
    Change vs previous 13F +500 shares

    0.01% of the 13F portfolio, value $276,247.

    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 13,431 shares
    Change vs previous 13F +1,493 shares

    0.01% of the 13F portfolio, value $371,629.

    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 11,938 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,814.

    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).