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Disclosery

CreativeOne Wealth, LLC: DOW position timeline

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

CreativeOne Wealth, LLC held 8,770 DOW 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 8,770 shares
    Change vs previous 13F +127 shares

    0.01% of the 13F portfolio, value $239,958.

    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 8,643 shares
    Change vs previous 13F -126,050 shares

    0.01% of the 13F portfolio, value $360,003.

    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 134,693 shares
    Change vs previous 13F +26,186 shares

    0.08% of the 13F portfolio, value $3,149,120.

    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 108,507 shares
    Change vs previous 13F +24,722 shares

    0.06% of the 13F portfolio, value $2,488,060.

    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 83,785 shares
    Change vs previous 13F +8,403 shares

    0.06% of the 13F portfolio, value $2,218,623.

    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 75,382 shares
    Change vs previous 13F +37,007 shares

    0.08% of the 13F portfolio, value $2,632,340.

    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 38,375 shares
    Change vs previous 13F +8,395 shares

    0.05% of the 13F portfolio, value $1,539,993.

    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 29,980 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,637,813.

    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).