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Disclosery

CreativeOne Wealth, LLC: FMAR position timeline

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

CreativeOne Wealth, LLC held 15,535 FMAR 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 15,535 shares
    Change vs previous 13F -56,123 shares

    0.02% of the 13F portfolio, value $811,859.

    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 71,658 shares
    Change vs previous 13F +55,352 shares

    0.08% of the 13F portfolio, value $3,474,696.

    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 16,306 shares
    Change vs previous 13F +34 shares

    0.02% of the 13F portfolio, value $773,964.

    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 16,272 shares
    Change vs previous 13F -794 shares

    0.02% of the 13F portfolio, value $754,858.

    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 17,066 shares
    Change vs previous 13F -2,079 shares

    0.02% of the 13F portfolio, value $765,239.

    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 19,145 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $807,919.

    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 19,099 shares
    Change vs previous 13F -155,370 shares

    0.03% of the 13F portfolio, value $826,414.

    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 174,469 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,373,060.

    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).