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CreativeOne Wealth, LLC: IWY position timeline

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

CreativeOne Wealth, LLC held 3,747 IWY 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 3,747 shares
    Change vs previous 13F -533 shares

    0.02% of the 13F portfolio, value $1,088,966.

    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 4,280 shares
    Change vs previous 13F -3,144 shares

    0.02% of the 13F portfolio, value $1,065,001.

    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 7,424 shares
    Change vs previous 13F -4,589 shares

    0.05% of the 13F portfolio, value $2,056,125.

    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 12,013 shares
    Change vs previous 13F +1,344 shares

    0.08% of the 13F portfolio, value $3,287,267.

    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 10,669 shares
    Change vs previous 13F -2,062 shares

    0.07% of the 13F portfolio, value $2,630,124.

    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 12,731 shares
    Change vs previous 13F -3,474 shares

    0.08% of the 13F portfolio, value $2,685,554.

    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 16,205 shares
    Change vs previous 13F +7,479 shares

    0.12% of the 13F portfolio, value $3,812,636.

    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 8,726 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,920,138.

    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).