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Disclosery

CreativeOne Wealth, LLC: NEM position timeline

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

CreativeOne Wealth, LLC held 5,406 NEM 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 5,406 shares
    Change vs previous 13F -712 shares

    0.01% of the 13F portfolio, value $504,913.

    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 6,118 shares
    Change vs previous 13F +761 shares

    0.02% of the 13F portfolio, value $662,270.

    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 5,357 shares
    Change vs previous 13F -1,333 shares

    0.01% of the 13F portfolio, value $534,955.

    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 6,690 shares
    Change vs previous 13F +1,844 shares

    0.01% of the 13F portfolio, value $564,039.

    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 4,846 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $282,299.

    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 5,111 shares
    Change vs previous 13F -6,103 shares

    0.01% of the 13F portfolio, value $246,740.

    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 11,214 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $417,395.

    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).