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CreativeOne Wealth, LLC: IYW position timeline

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

CreativeOne Wealth, LLC held 26,370 IYW 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 26,370 shares
    Change vs previous 13F +3,625 shares

    0.14% of the 13F portfolio, value $6,651,509.

    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 22,745 shares
    Change vs previous 13F +2,857 shares

    0.1% of the 13F portfolio, value $4,126,474.

    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 19,888 shares
    Change vs previous 13F +2,148 shares

    0.1% of the 13F portfolio, value $3,971,311.

    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 17,740 shares
    Change vs previous 13F -96,486 shares

    0.08% of the 13F portfolio, value $3,474,597.

    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 114,226 shares
    Change vs previous 13F -19,779 shares

    0.52% of the 13F portfolio, value $19,791,850.

    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 134,005 shares
    Change vs previous 13F -1,141 shares

    0.56% of the 13F portfolio, value $18,819,585.

    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 135,146 shares
    Change vs previous 13F -4,118 shares

    0.66% of the 13F portfolio, value $21,558,458.

    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 139,264 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $21,115,245.

    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).