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Disclosery

CreativeOne Wealth, LLC: GMAR position timeline

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

CreativeOne Wealth, LLC held 13,734 GMAR 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 13,734 shares
    Change vs previous 13F +3,421 shares

    0.01% of the 13F portfolio, value $607,592.

    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 10,313 shares
    Change vs previous 13F -11,868 shares

    0.01% of the 13F portfolio, value $429,949.

    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 22,181 shares
    Change vs previous 13F -837 shares

    0.02% of the 13F portfolio, value $908,090.

    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 23,018 shares
    Change vs previous 13F -4,729 shares

    0.02% of the 13F portfolio, value $923,022.

    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 27,747 shares
    Change vs previous 13F +3,311 shares

    0.03% of the 13F portfolio, value $1,080,745.

    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 24,436 shares
    Change vs previous 13F +3,843 shares

    0.03% of the 13F portfolio, value $909,019.

    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 20,593 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $771,430.

    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).