Skip to content
Disclosery

CreativeOne Wealth, LLC: DUHP position timeline

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

CreativeOne Wealth, LLC held 56,675 DUHP 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 56,675 shares
    Change vs previous 13F -72,156 shares

    0.05% of the 13F portfolio, value $2,365,032.

    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 128,831 shares
    Change vs previous 13F -2,494 shares

    0.11% of the 13F portfolio, value $4,735,845.

    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 131,325 shares
    Change vs previous 13F -2,447 shares

    0.12% of the 13F portfolio, value $4,994,291.

    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 133,772 shares
    Change vs previous 13F +64,712 shares

    0.12% of the 13F portfolio, value $5,052,567.

    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 69,060 shares
    Change vs previous 13F -121 shares

    0.06% of the 13F portfolio, value $2,455,785.

    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 69,181 shares
    Change vs previous 13F -328 shares

    0.07% of the 13F portfolio, value $2,292,668.

    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 69,509 shares
    Change vs previous 13F +10,805 shares

    0.07% of the 13F portfolio, value $2,348,721.

    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 58,704 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,000,032.

    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).