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Disclosery

CreativeOne Wealth, LLC: IWD position timeline

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

CreativeOne Wealth, LLC held 4,581 IWD 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 4,581 shares
    Change vs previous 13F -5,714 shares

    0.02% of the 13F portfolio, value $1,110,562.

    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 10,295 shares
    Change vs previous 13F +4,087 shares

    0.05% of the 13F portfolio, value $2,199,604.

    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 6,208 shares
    Change vs previous 13F +1,075 shares

    0.03% of the 13F portfolio, value $1,305,764.

    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 5,133 shares
    Change vs previous 13F -1,778 shares

    0.03% of the 13F portfolio, value $1,045,062.

    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 6,911 shares
    Change vs previous 13F +431 shares

    0.04% of the 13F portfolio, value $1,342,322.

    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 6,480 shares
    Change vs previous 13F -4,203 shares

    0.04% of the 13F portfolio, value $1,219,174.

    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 10,683 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $1,977,702.

    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 10,509 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,994,766.

    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).