Skip to content
Disclosery

CreativeOne Wealth, LLC: IDMO position timeline

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

CreativeOne Wealth, LLC held 58,937 IDMO 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 58,937 shares
    Change vs previous 13F +8,150 shares

    0.08% of the 13F portfolio, value $3,553,293.

    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 50,787 shares
    Change vs previous 13F +13,584 shares

    0.06% of the 13F portfolio, value $2,785,163.

    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 37,203 shares
    Change vs previous 13F +14,410 shares

    0.05% of the 13F portfolio, value $2,067,398.

    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 22,793 shares
    Change vs previous 13F +5,764 shares

    0.03% of the 13F portfolio, value $1,230,599.

    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 17,029 shares
    Change vs previous 13F -211 shares

    0.02% of the 13F portfolio, value $872,566.

    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 17,240 shares
    Change vs previous 13F +4 shares

    0.02% of the 13F portfolio, value $761,318.

    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 17,236 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $700,471.

    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).