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Disclosery

CreativeOne Wealth, LLC: MPC position timeline

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

CreativeOne Wealth, LLC held 3,863 MPC 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 3,863 shares
    Change vs previous 13F -178 shares

    0.02% of the 13F portfolio, value $987,457.

    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 4,041 shares
    Change vs previous 13F +603 shares

    0.02% of the 13F portfolio, value $986,620.

    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 3,438 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $559,091.

    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 3,629 shares
    Change vs previous 13F -387 shares

    0.02% of the 13F portfolio, value $699,467.

    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 4,016 shares
    Change vs previous 13F +206 shares

    0.02% of the 13F portfolio, value $667,228.

    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 3,810 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $555,151.

    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 4,215 shares
    Change vs previous 13F -3,063 shares

    0.02% of the 13F portfolio, value $588,000.

    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 7,278 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,185,660.

    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).