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Disclosery

CreativeOne Wealth, LLC: IJH position timeline

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

CreativeOne Wealth, LLC held 79,826 IJH 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 79,826 shares
    Change vs previous 13F +1,166 shares

    0.13% of the 13F portfolio, value $6,155,396.

    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 78,660 shares
    Change vs previous 13F +3,839 shares

    0.12% of the 13F portfolio, value $5,311,901.

    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 74,821 shares
    Change vs previous 13F +4,085 shares

    0.12% of the 13F portfolio, value $4,938,178.

    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 70,736 shares
    Change vs previous 13F -7,594 shares

    0.11% of the 13F portfolio, value $4,616,234.

    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 78,330 shares
    Change vs previous 13F +4,759 shares

    0.13% of the 13F portfolio, value $4,858,005.

    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 73,571 shares
    Change vs previous 13F -28,184 shares

    0.13% of the 13F portfolio, value $4,292,872.

    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 101,755 shares
    Change vs previous 13F -6,635 shares

    0.19% of the 13F portfolio, value $6,340,344.

    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 108,390 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,754,892.

    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).