Skip to content
Disclosery

CreativeOne Wealth, LLC: DVN position timeline

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

CreativeOne Wealth, LLC held 25,206 DVN 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 25,206 shares
    Change vs previous 13F -4,690 shares

    0.02% of the 13F portfolio, value $1,041,513.

    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 29,896 shares
    Change vs previous 13F +1,497 shares

    0.03% of the 13F portfolio, value $1,504,345.

    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 28,399 shares
    Change vs previous 13F -1,362 shares

    0.03% of the 13F portfolio, value $1,040,269.

    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 29,761 shares
    Change vs previous 13F -5,324 shares

    0.03% of the 13F portfolio, value $1,043,416.

    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 35,085 shares
    Change vs previous 13F +298 shares

    0.03% of the 13F portfolio, value $1,116,062.

    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 34,787 shares
    Change vs previous 13F +3,732 shares

    0.04% of the 13F portfolio, value $1,301,036.

    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 31,055 shares
    Change vs previous 13F +8,879 shares

    0.03% of the 13F portfolio, value $1,016,422.

    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 22,176 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $867,529.

    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).