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CreativeOne Wealth, LLC: IEI position timeline

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

CreativeOne Wealth, LLC held 34,459 IEI 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 34,459 shares
    Change vs previous 13F -4,177 shares

    0.09% of the 13F portfolio, value $4,047,238.

    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 38,636 shares
    Change vs previous 13F +6,642 shares

    0.11% of the 13F portfolio, value $4,582,247.

    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 31,994 shares
    Change vs previous 13F +6,226 shares

    0.09% of the 13F portfolio, value $3,818,540.

    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 25,768 shares
    Change vs previous 13F -5,887 shares

    0.08% of the 13F portfolio, value $3,079,609.

    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 31,655 shares
    Change vs previous 13F -8,607 shares

    0.1% of the 13F portfolio, value $3,769,873.

    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 40,262 shares
    Change vs previous 13F -1,429 shares

    0.14% of the 13F portfolio, value $4,756,375.

    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 41,691 shares
    Change vs previous 13F -22,533 shares

    0.15% of the 13F portfolio, value $4,817,317.

    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 64,224 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,681,594.

    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).