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CreativeOne Wealth, LLC: FJUL position timeline

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

CreativeOne Wealth, LLC held 9,765 FJUL 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 9,765 shares
    Change vs previous 13F -1,424 shares

    0.01% of the 13F portfolio, value $581,408.

    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 11,189 shares
    Change vs previous 13F -44,130 shares

    0.01% of the 13F portfolio, value $612,262.

    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 55,319 shares
    Change vs previous 13F -654 shares

    0.07% of the 13F portfolio, value $3,093,206.

    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 55,973 shares
    Change vs previous 13F +11,157 shares

    0.07% of the 13F portfolio, value $3,063,402.

    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 44,816 shares
    Change vs previous 13F -107,710 shares

    0.06% of the 13F portfolio, value $2,318,758.

    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 152,526 shares
    Change vs previous 13F -956 shares

    0.22% of the 13F portfolio, value $7,265,408.

    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 153,482 shares
    Change vs previous 13F -44,317 shares

    0.23% of the 13F portfolio, value $7,515,630.

    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 197,799 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,516,110.

    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).