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Disclosery

CreativeOne Wealth, LLC: NJAN position timeline

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

CreativeOne Wealth, LLC held 24,669 NJAN 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 24,669 shares
    Change vs previous 13F +234 shares

    0.03% of the 13F portfolio, value $1,455,964.

    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 24,435 shares
    Change vs previous 13F +1,618 shares

    0.03% of the 13F portfolio, value $1,304,096.

    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 22,817 shares
    Change vs previous 13F +1,255 shares

    0.03% of the 13F portfolio, value $1,253,110.

    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 21,562 shares
    Change vs previous 13F +1,755 shares

    0.03% of the 13F portfolio, value $1,146,904.

    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 19,807 shares
    Change vs previous 13F -1,751 shares

    0.03% of the 13F portfolio, value $1,005,205.

    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 21,558 shares
    Change vs previous 13F +4,207 shares

    0.03% of the 13F portfolio, value $999,688.

    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 17,351 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $834,410.

    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).