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Disclosery

CreativeOne Wealth, LLC: IWO position timeline

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

CreativeOne Wealth, LLC held 9,678 IWO 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 9,678 shares
    Change vs previous 13F -436 shares

    0.08% of the 13F portfolio, value $3,812,569.

    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 10,114 shares
    Change vs previous 13F +109 shares

    0.07% of the 13F portfolio, value $3,173,833.

    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 10,005 shares
    Change vs previous 13F +162 shares

    0.08% of the 13F portfolio, value $3,231,620.

    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 9,843 shares
    Change vs previous 13F +496 shares

    0.08% of the 13F portfolio, value $3,150,019.

    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 9,347 shares
    Change vs previous 13F +1,292 shares

    0.07% of the 13F portfolio, value $2,672,002.

    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 8,055 shares
    Change vs previous 13F +688 shares

    0.06% of the 13F portfolio, value $2,058,267.

    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 7,367 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $2,120,505.

    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 7,642 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,170,462.

    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).