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Disclosery

CreativeOne Wealth, LLC: CWB position timeline

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

CreativeOne Wealth, LLC held 32,411 CWB 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 32,411 shares
    Change vs previous 13F +6,219 shares

    0.08% of the 13F portfolio, value $3,494,518.

    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 26,192 shares
    Change vs previous 13F +516 shares

    0.06% of the 13F portfolio, value $2,397,122.

    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 25,676 shares
    Change vs previous 13F +9,940 shares

    0.06% of the 13F portfolio, value $2,290,334.

    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 15,736 shares
    Change vs previous 13F +4,863 shares

    0.03% of the 13F portfolio, value $1,424,082.

    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 10,873 shares
    Change vs previous 13F -1,312 shares

    0.02% of the 13F portfolio, value $898,730.

    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 12,185 shares
    Change vs previous 13F -8,603 shares

    0.03% of the 13F portfolio, value $933,628.

    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 20,788 shares
    Change vs previous 13F +3,240 shares

    0.05% of the 13F portfolio, value $1,619,139.

    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 17,548 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,344,028.

    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).