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CreativeOne Wealth, LLC: MRSK position timeline

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

CreativeOne Wealth, LLC held 101,434 MRSK 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 101,434 shares
    Change vs previous 13F +12,373 shares

    0.08% of the 13F portfolio, value $3,916,284.

    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 89,061 shares
    Change vs previous 13F +12,701 shares

    0.07% of the 13F portfolio, value $3,147,227.

    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 76,360 shares
    Change vs previous 13F +24,379 shares

    0.07% of the 13F portfolio, value $2,810,057.

    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 51,981 shares
    Change vs previous 13F +26,301 shares

    0.05% of the 13F portfolio, value $1,852,083.

    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 25,680 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $861,988.

    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).