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CreativeOne Wealth, LLC: IBTG position timeline

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

CreativeOne Wealth, LLC held 635,300 IBTG 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 635,300 shares
    Change vs previous 13F +159,100 shares

    0.31% of the 13F portfolio, value $14,542,017.

    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 476,200 shares
    Change vs previous 13F +27,775 shares

    0.25% of the 13F portfolio, value $10,912,123.

    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 448,425 shares
    Change vs previous 13F +396,195 shares

    0.25% of the 13F portfolio, value $10,257,722.

    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 52,230 shares
    Change vs previous 13F -1,450 shares

    0.03% of the 13F portfolio, value $1,198,679.

    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 53,680 shares
    Change vs previous 13F +13,500 shares

    0.03% of the 13F portfolio, value $1,230,882.

    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 40,180 shares
    Change vs previous 13F -1,245 shares

    0.03% of the 13F portfolio, value $921,729.

    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 41,425 shares
    Change vs previous 13F +9,215 shares

    0.03% of the 13F portfolio, value $944,904.

    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 32,210 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $742,924.

    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).