Skip to content
Disclosery

CreativeOne Wealth, LLC: JGRO position timeline

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

CreativeOne Wealth, LLC held 55,792 JGRO 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 55,792 shares
    Change vs previous 13F -8,231 shares

    0.12% of the 13F portfolio, value $5,500,507.

    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 64,023 shares
    Change vs previous 13F -7,609 shares

    0.13% of the 13F portfolio, value $5,411,248.

    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 71,632 shares
    Change vs previous 13F +4,513 shares

    0.16% of the 13F portfolio, value $6,647,502.

    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 67,119 shares
    Change vs previous 13F -4,069 shares

    0.15% of the 13F portfolio, value $6,292,440.

    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 71,188 shares
    Change vs previous 13F +8,948 shares

    0.16% of the 13F portfolio, value $6,127,182.

    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 62,240 shares
    Change vs previous 13F +12,011 shares

    0.14% of the 13F portfolio, value $4,592,717.

    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 50,229 shares
    Change vs previous 13F +1,482 shares

    0.12% of the 13F portfolio, value $4,070,092.

    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 48,747 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,747,686.

    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).