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Disclosery

CreativeOne Wealth, LLC: FOCT position timeline

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

CreativeOne Wealth, LLC held 9,176 FOCT 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 9,176 shares
    Change vs previous 13F -58,316 shares

    0.01% of the 13F portfolio, value $479,813.

    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 67,492 shares
    Change vs previous 13F -1,171 shares

    0.07% of the 13F portfolio, value $3,218,019.

    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 68,663 shares
    Change vs previous 13F +59,106 shares

    0.08% of the 13F portfolio, value $3,363,800.

    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 9,557 shares
    Change vs previous 13F -165,372 shares

    0.01% of the 13F portfolio, value $454,053.

    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 174,929 shares
    Change vs previous 13F +121,567 shares

    0.21% of the 13F portfolio, value $7,831,571.

    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 53,362 shares
    Change vs previous 13F -127,026 shares

    0.07% of the 13F portfolio, value $2,214,523.

    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 180,388 shares
    Change vs previous 13F +174,406 shares

    0.24% of the 13F portfolio, value $7,689,940.

    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 5,982 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $252,769.

    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).