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CreativeOne Wealth, LLC: EMHC position timeline

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

CreativeOne Wealth, LLC held 19,933 EMHC 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 19,933 shares
    Change vs previous 13F -9,240 shares

    0.01% of the 13F portfolio, value $507,104.

    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 29,173 shares
    Change vs previous 13F +3,750 shares

    0.02% of the 13F portfolio, value $723,485.

    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 25,423 shares
    Change vs previous 13F +974 shares

    0.02% of the 13F portfolio, value $647,263.

    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 24,449 shares
    Change vs previous 13F +1,115 shares

    0.02% of the 13F portfolio, value $615,952.

    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 23,334 shares
    Change vs previous 13F +2,737 shares

    0.02% of the 13F portfolio, value $574,247.

    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 20,597 shares
    Change vs previous 13F +8,316 shares

    0.01% of the 13F portfolio, value $497,647.

    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 12,281 shares
    Change vs previous 13F +2,046 shares

    0.01% of the 13F portfolio, value $292,033.

    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 10,235 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $257,020.

    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).