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CreativeOne Wealth, LLC: MLN position timeline

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

CreativeOne Wealth, LLC held 59,359 MLN 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 59,359 shares
    Change vs previous 13F -5,518 shares

    0.02% of the 13F portfolio, value $1,055,396.

    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 64,877 shares
    Change vs previous 13F +5,762 shares

    0.03% of the 13F portfolio, value $1,131,463.

    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 59,115 shares
    Change vs previous 13F +1,462 shares

    0.03% of the 13F portfolio, value $1,036,344.

    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 57,653 shares
    Change vs previous 13F +12,977 shares

    0.02% of the 13F portfolio, value $1,007,766.

    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 44,676 shares
    Change vs previous 13F -16,319 shares

    0.02% of the 13F portfolio, value $754,583.

    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 60,995 shares
    Change vs previous 13F +612 shares

    0.03% of the 13F portfolio, value $1,060,705.

    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 60,383 shares
    Change vs previous 13F +2,235 shares

    0.03% of the 13F portfolio, value $1,079,657.

    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 58,148 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,064,101.

    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).