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Disclosery

CreativeOne Wealth, LLC: IJK position timeline

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

CreativeOne Wealth, LLC held 9,381 IJK 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 9,381 shares
    Change vs previous 13F -12,013 shares

    0.02% of the 13F portfolio, value $1,102,305.

    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 21,394 shares
    Change vs previous 13F +905 shares

    0.05% of the 13F portfolio, value $2,152,621.

    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 20,489 shares
    Change vs previous 13F +1,167 shares

    0.05% of the 13F portfolio, value $1,985,036.

    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 19,322 shares
    Change vs previous 13F -1,349 shares

    0.05% of the 13F portfolio, value $1,852,798.

    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 20,671 shares
    Change vs previous 13F +3,297 shares

    0.05% of the 13F portfolio, value $1,880,722.

    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 17,374 shares
    Change vs previous 13F -8,678 shares

    0.04% of the 13F portfolio, value $1,446,943.

    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 26,052 shares
    Change vs previous 13F +9,418 shares

    0.07% of the 13F portfolio, value $2,368,937.

    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 16,634 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,529,180.

    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).