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Disclosery

CreativeOne Wealth, LLC: EOG position timeline

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

CreativeOne Wealth, LLC held 21,482 EOG 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 21,482 shares
    Change vs previous 13F -2,250 shares

    0.06% of the 13F portfolio, value $2,786,806.

    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 23,732 shares
    Change vs previous 13F +318 shares

    0.08% of the 13F portfolio, value $3,430,948.

    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 23,414 shares
    Change vs previous 13F +8,702 shares

    0.06% of the 13F portfolio, value $2,458,692.

    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 14,712 shares
    Change vs previous 13F -1,790 shares

    0.04% of the 13F portfolio, value $1,649,496.

    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 16,502 shares
    Change vs previous 13F +2,961 shares

    0.05% of the 13F portfolio, value $1,973,826.

    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 13,541 shares
    Change vs previous 13F +1,964 shares

    0.05% of the 13F portfolio, value $1,736,454.

    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 11,577 shares
    Change vs previous 13F -2,930 shares

    0.04% of the 13F portfolio, value $1,419,175.

    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 14,507 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,783,374.

    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).