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Disclosery

CreativeOne Wealth, LLC: ICOW position timeline

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

CreativeOne Wealth, LLC held 5,144 ICOW 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 5,144 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $214,145.

    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 5,224 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $221,707.

    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 5,245 shares
    Change vs previous 13F -3,169 shares

    <0.01% of the 13F portfolio, value $202,877.

    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 8,414 shares
    Change vs previous 13F -4,249 shares

    0.01% of the 13F portfolio, value $306,438.

    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 12,663 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,922.

    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).