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CreativeOne Wealth, LLC: DFAX position timeline

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

CreativeOne Wealth, LLC held 29,414 DFAX 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 29,414 shares
    Change vs previous 13F -25,586 shares

    0.02% of the 13F portfolio, value $1,083,620.

    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 55,000 shares
    Change vs previous 13F -2,137 shares

    0.04% of the 13F portfolio, value $1,868,363.

    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 57,137 shares
    Change vs previous 13F -2,001 shares

    0.05% of the 13F portfolio, value $1,870,104.

    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 59,138 shares
    Change vs previous 13F +665 shares

    0.05% of the 13F portfolio, value $1,855,760.

    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 58,473 shares
    Change vs previous 13F +340 shares

    0.04% of the 13F portfolio, value $1,717,366.

    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 58,133 shares
    Change vs previous 13F +23,731 shares

    0.05% of the 13F portfolio, value $1,523,093.

    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 34,402 shares
    Change vs previous 13F -1,736 shares

    0.03% of the 13F portfolio, value $855,244.

    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 36,138 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $976,099.

    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).