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CreativeOne Wealth, LLC: HPQ position timeline

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

CreativeOne Wealth, LLC held 35,161 HPQ 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 35,161 shares
    Change vs previous 13F -26,093 shares

    0.02% of the 13F portfolio, value $771,437.

    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 61,254 shares
    Change vs previous 13F +23,036 shares

    0.03% of the 13F portfolio, value $1,176,691.

    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 38,218 shares
    Change vs previous 13F +5,394 shares

    0.02% of the 13F portfolio, value $851,491.

    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 32,824 shares
    Change vs previous 13F -2,814 shares

    0.02% of the 13F portfolio, value $893,805.

    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 35,638 shares
    Change vs previous 13F +5,404 shares

    0.02% of the 13F portfolio, value $871,692.

    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 30,234 shares
    Change vs previous 13F +4,920 shares

    0.03% of the 13F portfolio, value $837,183.

    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 25,314 shares
    Change vs previous 13F +1,498 shares

    0.03% of the 13F portfolio, value $826,009.

    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 23,816 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $854,251.

    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).