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Disclosery

CreativeOne Wealth, LLC: FLCH position timeline

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

CreativeOne Wealth, LLC held 20,568 FLCH 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 20,568 shares
    Change vs previous 13F -2,944 shares

    0.01% of the 13F portfolio, value $419,863.

    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 23,512 shares
    Change vs previous 13F +2,247 shares

    0.01% of the 13F portfolio, value $526,443.

    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 21,265 shares
    Change vs previous 13F +447 shares

    0.01% of the 13F portfolio, value $506,117.

    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 20,818 shares
    Change vs previous 13F -5,072 shares

    0.01% of the 13F portfolio, value $541,468.

    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 25,890 shares
    Change vs previous 13F +998 shares

    0.01% of the 13F portfolio, value $561,935.

    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 24,892 shares
    Change vs previous 13F -5,149 shares

    0.02% of the 13F portfolio, value $531,700.

    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 30,041 shares
    Change vs previous 13F -5,558 shares

    0.02% of the 13F portfolio, value $552,763.

    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 35,599 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $715,903.

    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).