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CreativeOne Wealth, LLC: HYGV position timeline

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

CreativeOne Wealth, LLC held 29,609 HYGV 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 29,609 shares
    Change vs previous 13F +3,378 shares

    0.03% of the 13F portfolio, value $1,192,053.

    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 26,231 shares
    Change vs previous 13F +4,451 shares

    0.02% of the 13F portfolio, value $1,050,822.

    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 21,780 shares
    Change vs previous 13F +3,590 shares

    0.02% of the 13F portfolio, value $887,208.

    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 18,190 shares
    Change vs previous 13F -928 shares

    0.02% of the 13F portfolio, value $749,432.

    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 19,118 shares
    Change vs previous 13F +6,449 shares

    0.02% of the 13F portfolio, value $784,394.

    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 12,669 shares
    Change vs previous 13F -905 shares

    0.02% of the 13F portfolio, value $511,560.

    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 13,574 shares
    Change vs previous 13F +1,380 shares

    0.02% of the 13F portfolio, value $552,201.

    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 12,194 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $508,063.

    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).