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CreativeOne Wealth, LLC: DFCF position timeline

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

CreativeOne Wealth, LLC held 19,847 DFCF 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 19,847 shares
    Change vs previous 13F -121,992 shares

    0.02% of the 13F portfolio, value $837,733.

    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 141,839 shares
    Change vs previous 13F -12,461 shares

    0.14% of the 13F portfolio, value $5,988,464.

    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 154,300 shares
    Change vs previous 13F +2,618 shares

    0.16% of the 13F portfolio, value $6,567,017.

    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 151,682 shares
    Change vs previous 13F +8,176 shares

    0.16% of the 13F portfolio, value $6,485,919.

    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 143,506 shares
    Change vs previous 13F +8,485 shares

    0.16% of the 13F portfolio, value $6,064,547.

    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 135,021 shares
    Change vs previous 13F +12,406 shares

    0.17% of the 13F portfolio, value $5,678,995.

    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 122,615 shares
    Change vs previous 13F +31,758 shares

    0.16% of the 13F portfolio, value $5,060,302.

    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 90,857 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,924,102.

    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).