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CreativeOne Wealth, LLC: GOCT position timeline

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

CreativeOne Wealth, LLC held 24,460 GOCT 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 24,460 shares
    Change vs previous 13F -1,665 shares

    0.02% of the 13F portfolio, value $1,016,181.

    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 26,125 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $1,009,128.

    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 26,625 shares
    Change vs previous 13F +2,310 shares

    0.03% of the 13F portfolio, value $1,046,096.

    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 24,315 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $931,627.

    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 24,443 shares
    Change vs previous 13F -3,660 shares

    0.02% of the 13F portfolio, value $893,568.

    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 28,103 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $964,776.

    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 28,103 shares
    Change vs previous 13F +21,294 shares

    0.03% of the 13F portfolio, value $983,324.

    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 6,809 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,171.

    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).