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Disclosery

CreativeOne Wealth, LLC: HOOD position timeline

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

CreativeOne Wealth, LLC held 3,681 HOOD 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 3,681 shares
    Change vs previous 13F -1,122 shares

    0.01% of the 13F portfolio, value $369,131.

    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 4,803 shares
    Change vs previous 13F -9,907 shares

    0.01% of the 13F portfolio, value $332,848.

    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 14,710 shares
    Change vs previous 13F +1,840 shares

    0.04% of the 13F portfolio, value $1,663,701.

    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 12,870 shares
    Change vs previous 13F +2,651 shares

    0.04% of the 13F portfolio, value $1,842,727.

    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 10,219 shares
    Change vs previous 13F +2,285 shares

    0.03% of the 13F portfolio, value $956,805.

    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 7,934 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $330,213.

    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).