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CreativeOne Wealth, LLC: IEMG position timeline

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

CreativeOne Wealth, LLC held 57,923 IEMG 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 57,923 shares
    Change vs previous 13F -2,224 shares

    0.1% of the 13F portfolio, value $4,798,355.

    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 60,147 shares
    Change vs previous 13F -2,476 shares

    0.1% of the 13F portfolio, value $4,195,282.

    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 62,623 shares
    Change vs previous 13F +274 shares

    0.1% of the 13F portfolio, value $4,209,524.

    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 62,349 shares
    Change vs previous 13F +3,386 shares

    0.1% of the 13F portfolio, value $4,110,000.

    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 58,963 shares
    Change vs previous 13F +8,592 shares

    0.09% of the 13F portfolio, value $3,539,530.

    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 50,371 shares
    Change vs previous 13F +11,538 shares

    0.08% of the 13F portfolio, value $2,718,540.

    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 38,833 shares
    Change vs previous 13F +4,071 shares

    0.06% of the 13F portfolio, value $2,027,844.

    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 34,762 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,995,657.

    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).