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Disclosery

CreativeOne Wealth, LLC: OEF position timeline

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

CreativeOne Wealth, LLC held 7,543 OEF 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 7,543 shares
    Change vs previous 13F -4,369 shares

    0.06% of the 13F portfolio, value $2,759,769.

    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 11,912 shares
    Change vs previous 13F -104,054 shares

    0.09% of the 13F portfolio, value $3,789,028.

    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 115,966 shares
    Change vs previous 13F +5,727 shares

    0.96% of the 13F portfolio, value $39,772,671.

    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 110,239 shares
    Change vs previous 13F +51,136 shares

    0.9% of the 13F portfolio, value $36,691,890.

    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 59,103 shares
    Change vs previous 13F +27,393 shares

    0.47% of the 13F portfolio, value $17,988,022.

    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 31,710 shares
    Change vs previous 13F +26,155 shares

    0.26% of the 13F portfolio, value $8,588,012.

    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 5,555 shares
    Change vs previous 13F -155 shares

    0.05% of the 13F portfolio, value $1,604,487.

    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 5,710 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,580,079.

    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).