Skip to content
Disclosery

CreativeOne Wealth, LLC: HSY position timeline

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

CreativeOne Wealth, LLC held 6,052 HSY 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 6,052 shares
    Change vs previous 13F -4,886 shares

    0.02% of the 13F portfolio, value $1,061,786.

    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 10,938 shares
    Change vs previous 13F +4,197 shares

    0.05% of the 13F portfolio, value $2,273,847.

    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 6,741 shares
    Change vs previous 13F -3,997 shares

    0.03% of the 13F portfolio, value $1,226,875.

    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 10,738 shares
    Change vs previous 13F -1,135 shares

    0.05% of the 13F portfolio, value $2,008,447.

    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 11,873 shares
    Change vs previous 13F +2,079 shares

    0.05% of the 13F portfolio, value $1,970,376.

    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 9,794 shares
    Change vs previous 13F +3,293 shares

    0.05% of the 13F portfolio, value $1,675,073.

    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 6,501 shares
    Change vs previous 13F -1,809 shares

    0.03% of the 13F portfolio, value $1,100,982.

    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 8,310 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,593,600.

    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).