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CreativeOne Wealth, LLC: DJIA position timeline

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

CreativeOne Wealth, LLC held 12,725 DJIA 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 12,725 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $281,736.

    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 12,716 shares
    Change vs previous 13F +1,102 shares

    0.01% of the 13F portfolio, value $267,549.

    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 11,614 shares
    Change vs previous 13F -1,636 shares

    0.01% of the 13F portfolio, value $255,500.

    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 13,250 shares
    Change vs previous 13F +1,568 shares

    0.01% of the 13F portfolio, value $289,520.

    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 11,682 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $253,272.

    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 11,526 shares
    Change vs previous 13F -3,942 shares

    0.01% of the 13F portfolio, value $254,381.

    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 15,468 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $346,785.

    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 15,452 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,862.

    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).