Skip to content
Disclosery

CreativeOne Wealth, LLC: KRE position timeline

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

CreativeOne Wealth, LLC held 5,253 KRE 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 5,253 shares
    Change vs previous 13F +479 shares

    0.01% of the 13F portfolio, value $393,165.

    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 4,774 shares
    Change vs previous 13F -373 shares

    0.01% of the 13F portfolio, value $311,052.

    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 5,147 shares
    Change vs previous 13F +390 shares

    0.01% of the 13F portfolio, value $333,588.

    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 4,757 shares
    Change vs previous 13F -805 shares

    0.01% of the 13F portfolio, value $301,099.

    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 5,562 shares
    Change vs previous 13F +455 shares

    0.01% of the 13F portfolio, value $330,325.

    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 5,107 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $290,359.

    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).