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Disclosery

CreativeOne Wealth, LLC: NJUL position timeline

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

CreativeOne Wealth, LLC held 11,052 NJUL 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 11,052 shares
    Change vs previous 13F +4,581 shares

    0.02% of the 13F portfolio, value $855,756.

    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 6,471 shares
    Change vs previous 13F -695 shares

    0.01% of the 13F portfolio, value $462,125.

    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 7,166 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $520,395.

    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 7,386 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $525,193.

    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 7,669 shares
    Change vs previous 13F -2,457 shares

    0.01% of the 13F portfolio, value $521,952.

    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 10,126 shares
    Change vs previous 13F -5,436 shares

    0.02% of the 13F portfolio, value $607,830.

    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 15,562 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $976,982.

    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).