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CreativeOne Wealth, LLC: GOVT position timeline

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

CreativeOne Wealth, LLC held 1,607,356 GOVT 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 1,607,356 shares
    Change vs previous 13F +217,542 shares

    0.79% of the 13F portfolio, value $36,615,568.

    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 1,389,814 shares
    Change vs previous 13F +1,187,785 shares

    0.74% of the 13F portfolio, value $31,840,638.

    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 202,029 shares
    Change vs previous 13F +4,309 shares

    0.11% of the 13F portfolio, value $4,651,701.

    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 197,720 shares
    Change vs previous 13F +7,622 shares

    0.11% of the 13F portfolio, value $4,571,305.

    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 190,098 shares
    Change vs previous 13F +8,563 shares

    0.11% of the 13F portfolio, value $4,368,448.

    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 181,535 shares
    Change vs previous 13F -233 shares

    0.12% of the 13F portfolio, value $4,172,584.

    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 181,768 shares
    Change vs previous 13F +5,615 shares

    0.13% of the 13F portfolio, value $4,177,027.

    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 176,153 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,130,785.

    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).