Skip to content
Disclosery

CreativeOne Wealth, LLC: MSTR position timeline

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

CreativeOne Wealth, LLC held 5,990 MSTR 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 5,990 shares
    Change vs previous 13F -835 shares

    0.01% of the 13F portfolio, value $520,711.

    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 6,825 shares
    Change vs previous 13F +2,515 shares

    0.02% of the 13F portfolio, value $851,760.

    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 4,310 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $654,905.

    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 4,360 shares
    Change vs previous 13F -1,311 shares

    0.03% of the 13F portfolio, value $1,404,836.

    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 5,671 shares
    Change vs previous 13F +1,825 shares

    0.06% of the 13F portfolio, value $2,292,388.

    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 3,846 shares
    Change vs previous 13F -1,236 shares

    0.03% of the 13F portfolio, value $1,108,686.

    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 5,082 shares
    Change vs previous 13F +62 shares

    0.05% of the 13F portfolio, value $1,471,849.

    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 5,020 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $846,372.

    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).