Skip to content
Disclosery

CreativeOne Wealth, LLC: IJR position timeline

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

CreativeOne Wealth, LLC held 45,855 IJR 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 45,855 shares
    Change vs previous 13F -1,654 shares

    0.15% of the 13F portfolio, value $6,800,705.

    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 47,509 shares
    Change vs previous 13F +22,945 shares

    0.14% of the 13F portfolio, value $5,905,783.

    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 ended2024-09-30
    13F 24,564 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,872,992.

    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).