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Disclosery

CreativeOne Wealth, LLC: JPIN position timeline

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

CreativeOne Wealth, LLC held 15,610 JPIN 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 15,610 shares
    Change vs previous 13F -3,145 shares

    0.02% of the 13F portfolio, value $1,128,753.

    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 18,755 shares
    Change vs previous 13F +1,578 shares

    0.03% of the 13F portfolio, value $1,336,133.

    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 17,177 shares
    Change vs previous 13F -4,299 shares

    0.03% of the 13F portfolio, value $1,170,448.

    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 21,476 shares
    Change vs previous 13F -2,792 shares

    0.03% of the 13F portfolio, value $1,430,516.

    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 24,268 shares
    Change vs previous 13F -3,392 shares

    0.04% of the 13F portfolio, value $1,556,293.

    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 27,660 shares
    Change vs previous 13F -4,961 shares

    0.05% of the 13F portfolio, value $1,580,494.

    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 32,621 shares
    Change vs previous 13F -6,768 shares

    0.05% of the 13F portfolio, value $1,747,169.

    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 39,389 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,366,498.

    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).