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CreativeOne Wealth, LLC: DGRO position timeline

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

CreativeOne Wealth, LLC held 22,537 DGRO 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 22,537 shares
    Change vs previous 13F -10,686 shares

    0.04% of the 13F portfolio, value $1,708,059.

    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 33,223 shares
    Change vs previous 13F -62 shares

    0.05% of the 13F portfolio, value $2,331,604.

    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 33,285 shares
    Change vs previous 13F +6,091 shares

    0.06% of the 13F portfolio, value $2,310,664.

    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 27,194 shares
    Change vs previous 13F -207 shares

    0.05% of the 13F portfolio, value $1,851,393.

    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 27,401 shares
    Change vs previous 13F +1,384 shares

    0.05% of the 13F portfolio, value $1,751,977.

    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 26,017 shares
    Change vs previous 13F -81 shares

    0.05% of the 13F portfolio, value $1,607,340.

    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 26,098 shares
    Change vs previous 13F +6,594 shares

    0.05% of the 13F portfolio, value $1,600,842.

    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 19,504 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,222,752.

    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).