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CreativeOne Wealth, LLC: PAUG position timeline

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

CreativeOne Wealth, LLC held 8,804 PAUG 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 8,804 shares
    Change vs previous 13F -21,410 shares

    0.01% of the 13F portfolio, value $401,815.

    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 30,214 shares
    Change vs previous 13F -3,000 shares

    0.03% of the 13F portfolio, value $1,290,742.

    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 33,214 shares
    Change vs previous 13F -49 shares

    0.03% of the 13F portfolio, value $1,436,506.

    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 33,263 shares
    Change vs previous 13F +7,513 shares

    0.03% of the 13F portfolio, value $1,412,680.

    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 25,750 shares
    Change vs previous 13F -57 shares

    0.03% of the 13F portfolio, value $1,041,845.

    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 25,807 shares
    Change vs previous 13F -1,615 shares

    0.03% of the 13F portfolio, value $974,988.

    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 27,422 shares
    Change vs previous 13F +712 shares

    0.03% of the 13F portfolio, value $1,055,747.

    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 26,710 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,011,241.

    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).