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CreativeOne Wealth, LLC: ETN position timeline

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

CreativeOne Wealth, LLC held 3,026 ETN 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 3,026 shares
    Change vs previous 13F -58 shares

    0.03% of the 13F portfolio, value $1,289,381.

    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 3,084 shares
    Change vs previous 13F +14 shares

    0.03% of the 13F portfolio, value $1,103,292.

    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 3,070 shares
    Change vs previous 13F +102 shares

    0.02% of the 13F portfolio, value $977,965.

    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 2,968 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $1,110,886.

    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 2,928 shares
    Change vs previous 13F -59 shares

    0.03% of the 13F portfolio, value $1,045,348.

    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 2,987 shares
    Change vs previous 13F +806 shares

    0.02% of the 13F portfolio, value $811,969.

    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 2,181 shares
    Change vs previous 13F -662 shares

    0.02% of the 13F portfolio, value $723,809.

    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 2,843 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $942,284.

    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).