Skip to content
Disclosery

CreativeOne Wealth, LLC: CTVA position timeline

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

CreativeOne Wealth, LLC held 6,894 CTVA 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 6,894 shares
    Change vs previous 13F -361 shares

    0.01% of the 13F portfolio, value $583,845.

    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 7,255 shares
    Change vs previous 13F -444 shares

    0.01% of the 13F portfolio, value $607,308.

    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 7,699 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $516,048.

    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 7,505 shares
    Change vs previous 13F -42 shares

    0.01% of the 13F portfolio, value $507,557.

    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 7,547 shares
    Change vs previous 13F +553 shares

    0.01% of the 13F portfolio, value $562,470.

    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 6,994 shares
    Change vs previous 13F -44,176 shares

    0.01% of the 13F portfolio, value $440,162.

    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 51,170 shares
    Change vs previous 13F +557 shares

    0.09% of the 13F portfolio, value $2,914,591.

    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 50,613 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,975,515.

    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).