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CreativeOne Wealth, LLC: DJUN position timeline

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

CreativeOne Wealth, LLC held 6,025 DJUN 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 6,025 shares
    Change vs previous 13F -12,462 shares

    0.01% of the 13F portfolio, value $296,912.

    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 18,487 shares
    Change vs previous 13F +12,360 shares

    0.02% of the 13F portfolio, value $869,604.

    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 6,127 shares
    Change vs previous 13F -315 shares

    0.01% of the 13F portfolio, value $290,062.

    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 6,442 shares
    Change vs previous 13F -2,417 shares

    0.01% of the 13F portfolio, value $299,559.

    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 8,859 shares
    Change vs previous 13F -127,666 shares

    0.01% of the 13F portfolio, value $398,847.

    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 136,525 shares
    Change vs previous 13F +128,995 shares

    0.17% of the 13F portfolio, value $5,731,824.

    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 7,530 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $325,900.

    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 7,593 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $323,135.

    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).