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CreativeOne Wealth, LLC: MGV position timeline

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

CreativeOne Wealth, LLC held 16,189 MGV 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 16,189 shares
    Change vs previous 13F -11,776 shares

    0.06% of the 13F portfolio, value $2,646,093.

    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 27,965 shares
    Change vs previous 13F +4,222 shares

    0.09% of the 13F portfolio, value $4,053,597.

    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 23,743 shares
    Change vs previous 13F +4,557 shares

    0.08% of the 13F portfolio, value $3,351,596.

    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 19,186 shares
    Change vs previous 13F +2,630 shares

    0.06% of the 13F portfolio, value $2,642,732.

    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 16,556 shares
    Change vs previous 13F +10,835 shares

    0.06% of the 13F portfolio, value $2,172,152.

    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 5,721 shares
    Change vs previous 13F +1,469 shares

    0.02% of the 13F portfolio, value $737,058.

    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 4,252 shares
    Change vs previous 13F -132 shares

    0.02% of the 13F portfolio, value $531,109.

    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 4,384 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $562,399.

    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).