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Disclosery

CreativeOne Wealth, LLC: ILTB position timeline

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

CreativeOne Wealth, LLC held 75,082 ILTB 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 75,082 shares
    Change vs previous 13F +3,142 shares

    0.08% of the 13F portfolio, value $3,697,851.

    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 71,940 shares
    Change vs previous 13F +3,517 shares

    0.08% of the 13F portfolio, value $3,523,609.

    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 68,423 shares
    Change vs previous 13F +2,309 shares

    0.08% of the 13F portfolio, value $3,400,577.

    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 66,114 shares
    Change vs previous 13F +7,038 shares

    0.08% of the 13F portfolio, value $3,338,099.

    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 59,076 shares
    Change vs previous 13F -7,085 shares

    0.08% of the 13F portfolio, value $2,919,541.

    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 66,161 shares
    Change vs previous 13F +6,509 shares

    0.1% of the 13F portfolio, value $3,308,025.

    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 59,652 shares
    Change vs previous 13F +1,905 shares

    0.09% of the 13F portfolio, value $2,902,050.

    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 57,747 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,076,160.

    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).