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CreativeOne Wealth, LLC: HEFA position timeline

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

CreativeOne Wealth, LLC held 19,821 HEFA 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 19,821 shares
    Change vs previous 13F -16,866 shares

    0.02% of the 13F portfolio, value $930,098.

    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 36,687 shares
    Change vs previous 13F +6,669 shares

    0.04% of the 13F portfolio, value $1,559,016.

    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 30,018 shares
    Change vs previous 13F +8,980 shares

    0.03% of the 13F portfolio, value $1,241,553.

    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 21,038 shares
    Change vs previous 13F +1,750 shares

    0.02% of the 13F portfolio, value $833,296.

    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 19,288 shares
    Change vs previous 13F +5,212 shares

    0.02% of the 13F portfolio, value $732,189.

    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 14,076 shares
    Change vs previous 13F +2,171 shares

    0.02% of the 13F portfolio, value $510,831.

    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 11,905 shares
    Change vs previous 13F +937 shares

    0.01% of the 13F portfolio, value $413,686.

    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 10,968 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $388,476.

    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).