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CreativeOne Wealth, LLC: EEM position timeline

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

CreativeOne Wealth, LLC held 9,509 EEM 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 9,509 shares
    Change vs previous 13F -9,441 shares

    0.01% of the 13F portfolio, value $650,526.

    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 18,950 shares
    Change vs previous 13F +1,569 shares

    0.02% of the 13F portfolio, value $1,076,181.

    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 17,381 shares
    Change vs previous 13F -338 shares

    0.02% of the 13F portfolio, value $950,933.

    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 17,719 shares
    Change vs previous 13F -7,169 shares

    0.02% of the 13F portfolio, value $946,214.

    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 24,888 shares
    Change vs previous 13F +580 shares

    0.03% of the 13F portfolio, value $1,200,632.

    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 24,308 shares
    Change vs previous 13F +1,751 shares

    0.03% of the 13F portfolio, value $1,062,278.

    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 22,557 shares
    Change vs previous 13F +4,887 shares

    0.03% of the 13F portfolio, value $943,332.

    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 17,670 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $810,329.

    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).