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Disclosery

CreativeOne Wealth, LLC: LEN position timeline

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

CreativeOne Wealth, LLC held 3,127 LEN 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 3,127 shares
    Change vs previous 13F +692 shares

    0.01% of the 13F portfolio, value $282,996.

    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 2,435 shares
    Change vs previous 13F +124 shares

    <0.01% of the 13F portfolio, value $211,465.

    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 2,311 shares
    Change vs previous 13F -2,099 shares

    0.01% of the 13F portfolio, value $237,571.

    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 4,410 shares
    Change vs previous 13F -249 shares

    0.01% of the 13F portfolio, value $555,837.

    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 4,659 shares
    Change vs previous 13F +51 shares

    0.01% of the 13F portfolio, value $515,332.

    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 4,608 shares
    Change vs previous 13F +57 shares

    0.02% of the 13F portfolio, value $528,906.

    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 4,551 shares
    Change vs previous 13F +264 shares

    0.02% of the 13F portfolio, value $620,620.

    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 4,287 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $803,727.

    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).