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CreativeOne Wealth, LLC: HERO position timeline

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

CreativeOne Wealth, LLC held 11,867 HERO 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 11,867 shares
    Change vs previous 13F -1,186 shares

    0.01% of the 13F portfolio, value $293,879.

    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 13,053 shares
    Change vs previous 13F -12,386 shares

    0.01% of the 13F portfolio, value $335,855.

    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 25,439 shares
    Change vs previous 13F -18,227 shares

    0.02% of the 13F portfolio, value $756,987.

    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 43,666 shares
    Change vs previous 13F -13,674 shares

    0.04% of the 13F portfolio, value $1,479,447.

    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 57,340 shares
    Change vs previous 13F -848 shares

    0.05% of the 13F portfolio, value $1,876,727.

    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 58,188 shares
    Change vs previous 13F -26,677 shares

    0.04% of the 13F portfolio, value $1,451,793.

    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 84,865 shares
    Change vs previous 13F -19,318 shares

    0.06% of the 13F portfolio, value $1,992,620.

    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 104,183 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,535,812.

    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).