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Disclosery

CreativeOne Wealth, LLC: LHX position timeline

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

CreativeOne Wealth, LLC held 2,298 LHX 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 2,298 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $667,713.

    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 2,530 shares
    Change vs previous 13F -1,380 shares

    0.02% of the 13F portfolio, value $873,143.

    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 3,910 shares
    Change vs previous 13F -301 shares

    0.03% of the 13F portfolio, value $1,147,728.

    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 4,211 shares
    Change vs previous 13F +90 shares

    0.03% of the 13F portfolio, value $1,286,011.

    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 4,121 shares
    Change vs previous 13F +213 shares

    0.03% of the 13F portfolio, value $1,033,797.

    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 3,908 shares
    Change vs previous 13F +211 shares

    0.02% of the 13F portfolio, value $818,016.

    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 3,697 shares
    Change vs previous 13F +174 shares

    0.02% of the 13F portfolio, value $777,461.

    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 3,523 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $837,976.

    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).