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CreativeOne Wealth, LLC: GROZ position timeline

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

CreativeOne Wealth, LLC held 97,345 GROZ 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 97,345 shares
    Change vs previous 13F -127,576 shares

    0.07% of the 13F portfolio, value $3,093,624.

    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 224,921 shares
    Change vs previous 13F -76,335 shares

    0.14% of the 13F portfolio, value $6,200,330.

    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 301,256 shares
    Change vs previous 13F +5,153 shares

    0.22% of the 13F portfolio, value $8,977,429.

    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 296,103 shares
    Change vs previous 13F +132,768 shares

    0.21% of the 13F portfolio, value $8,686,330.

    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 163,335 shares
    Change vs previous 13F +6,305 shares

    0.11% of the 13F portfolio, value $4,326,270.

    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 157,030 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,502,020.

    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).