Skip to content
Disclosery

CreativeOne Wealth, LLC: GWX position timeline

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

CreativeOne Wealth, LLC held 20,904 GWX 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 20,904 shares
    Change vs previous 13F -16,120 shares

    0.02% of the 13F portfolio, value $914,762.

    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 37,024 shares
    Change vs previous 13F +6,045 shares

    0.04% of the 13F portfolio, value $1,563,510.

    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 30,979 shares
    Change vs previous 13F +2,564 shares

    0.03% of the 13F portfolio, value $1,265,789.

    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 28,415 shares
    Change vs previous 13F +677 shares

    0.03% of the 13F portfolio, value $1,141,711.

    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 27,738 shares
    Change vs previous 13F -87 shares

    0.03% of the 13F portfolio, value $1,031,308.

    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 27,825 shares
    Change vs previous 13F +1,655 shares

    0.03% of the 13F portfolio, value $889,297.

    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 26,170 shares
    Change vs previous 13F +6,865 shares

    0.02% of the 13F portfolio, value $810,887.

    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 19,305 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $658,872.

    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).