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CreativeOne Wealth, LLC: LUV position timeline

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

CreativeOne Wealth, LLC held 31,462 LUV 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 31,462 shares
    Change vs previous 13F -1,857 shares

    0.03% of the 13F portfolio, value $1,617,777.

    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 33,319 shares
    Change vs previous 13F +6,603 shares

    0.03% of the 13F portfolio, value $1,251,801.

    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 26,716 shares
    Change vs previous 13F -5,805 shares

    0.03% of the 13F portfolio, value $1,104,186.

    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 32,521 shares
    Change vs previous 13F -651 shares

    0.03% of the 13F portfolio, value $1,037,761.

    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 33,172 shares
    Change vs previous 13F -738 shares

    0.03% of the 13F portfolio, value $1,076,096.

    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 33,910 shares
    Change vs previous 13F -61 shares

    0.03% of the 13F portfolio, value $1,138,685.

    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 33,971 shares
    Change vs previous 13F +11,581 shares

    0.03% of the 13F portfolio, value $1,142,096.

    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 22,390 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $663,408.

    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).