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Disclosery

CreativeOne Wealth, LLC: MO position timeline

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

CreativeOne Wealth, LLC held 182,391 MO 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 182,391 shares
    Change vs previous 13F +7,600 shares

    0.28% of the 13F portfolio, value $13,123,024.

    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 174,791 shares
    Change vs previous 13F -74,370 shares

    0.27% of the 13F portfolio, value $11,534,476.

    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 249,161 shares
    Change vs previous 13F +22,977 shares

    0.35% of the 13F portfolio, value $14,366,653.

    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 226,184 shares
    Change vs previous 13F +14,777 shares

    0.36% of the 13F portfolio, value $14,941,716.

    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 211,407 shares
    Change vs previous 13F +19,654 shares

    0.32% of the 13F portfolio, value $12,394,816.

    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 191,753 shares
    Change vs previous 13F +36,189 shares

    0.34% of the 13F portfolio, value $11,509,007.

    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 155,564 shares
    Change vs previous 13F +33,724 shares

    0.25% of the 13F portfolio, value $8,134,432.

    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 121,840 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,218,728.

    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).