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CreativeOne Wealth, LLC: GJUL position timeline

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

CreativeOne Wealth, LLC held 40,045 GJUL 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 40,045 shares
    Change vs previous 13F -2,137 shares

    0.04% of the 13F portfolio, value $1,741,557.

    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 42,182 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $1,720,030.

    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 42,183 shares
    Change vs previous 13F -122 shares

    0.04% of the 13F portfolio, value $1,743,453.

    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 42,305 shares
    Change vs previous 13F +19,985 shares

    0.04% of the 13F portfolio, value $1,715,891.

    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 22,320 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $863,561.

    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 22,282 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $801,009.

    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 22,282 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $816,974.

    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 22,282 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $802,820.

    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).