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Disclosery

CreativeOne Wealth, LLC: KNG position timeline

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

CreativeOne Wealth, LLC held 4,842 KNG 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 4,842 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $244,521.

    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 5,160 shares
    Change vs previous 13F -146 shares

    0.01% of the 13F portfolio, value $251,325.

    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 5,306 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $260,814.

    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 5,060 shares
    Change vs previous 13F -4,622 shares

    0.01% of the 13F portfolio, value $249,510.

    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 9,682 shares
    Change vs previous 13F -5,916 shares

    0.01% of the 13F portfolio, value $475,370.

    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 15,598 shares
    Change vs previous 13F -29,124 shares

    0.02% of the 13F portfolio, value $788,020.

    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 44,722 shares
    Change vs previous 13F +38,423 shares

    0.07% of the 13F portfolio, value $2,245,478.

    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 6,299 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,196.

    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).