Skip to content
Disclosery

CreativeOne Wealth, LLC: HEGD position timeline

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

CreativeOne Wealth, LLC held 23,385 HEGD 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 23,385 shares
    Change vs previous 13F -5,384 shares

    0.01% of the 13F portfolio, value $623,444.

    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 28,769 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $710,594.

    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 29,104 shares
    Change vs previous 13F -1,345 shares

    0.02% of the 13F portfolio, value $733,712.

    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 30,449 shares
    Change vs previous 13F +7,996 shares

    0.02% of the 13F portfolio, value $758,789.

    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 22,453 shares
    Change vs previous 13F -817 shares

    0.01% of the 13F portfolio, value $527,646.

    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 23,270 shares
    Change vs previous 13F -3,280 shares

    0.02% of the 13F portfolio, value $509,613.

    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 26,550 shares
    Change vs previous 13F +5,832 shares

    0.02% of the 13F portfolio, value $594,720.

    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 20,718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $461,183.

    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).