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CreativeOne Wealth, LLC: JOBY position timeline

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

CreativeOne Wealth, LLC held 35,250 JOBY 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 35,250 shares
    Change vs previous 13F +17,366 shares

    0.01% of the 13F portfolio, value $314,430.

    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 17,884 shares
    Change vs previous 13F -4,709 shares

    <0.01% of the 13F portfolio, value $147,722.

    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 22,593 shares
    Change vs previous 13F -4,335 shares

    0.01% of the 13F portfolio, value $298,228.

    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 26,928 shares
    Change vs previous 13F -1,320 shares

    0.01% of the 13F portfolio, value $434,618.

    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 28,248 shares
    Change vs previous 13F +15,978 shares

    0.01% of the 13F portfolio, value $298,016.

    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 12,270 shares
    Change vs previous 13F -25,850 shares

    <0.01% of the 13F portfolio, value $73,865.

    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 38,120 shares
    Change vs previous 13F +22,486 shares

    0.01% of the 13F portfolio, value $309,916.

    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 15,634 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,639.

    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).