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CreativeOne Wealth, LLC: EPD position timeline

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

CreativeOne Wealth, LLC held 32,833 EPD 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 32,833 shares
    Change vs previous 13F +3,426 shares

    0.03% of the 13F portfolio, value $1,206,937.

    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 29,407 shares
    Change vs previous 13F -7,840 shares

    0.03% of the 13F portfolio, value $1,112,776.

    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 37,247 shares
    Change vs previous 13F -1,311 shares

    0.03% of the 13F portfolio, value $1,194,134.

    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 38,558 shares
    Change vs previous 13F +1,749 shares

    0.03% of the 13F portfolio, value $1,205,720.

    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 36,809 shares
    Change vs previous 13F -10,271 shares

    0.03% of the 13F portfolio, value $1,141,453.

    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 47,080 shares
    Change vs previous 13F +7,281 shares

    0.05% of the 13F portfolio, value $1,607,304.

    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 39,799 shares
    Change vs previous 13F +23,178 shares

    0.04% of the 13F portfolio, value $1,248,108.

    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 16,621 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $483,825.

    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).