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CreativeOne Wealth, LLC: PAVE position timeline

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

CreativeOne Wealth, LLC held 52,412 PAVE 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 52,412 shares
    Change vs previous 13F +1,438 shares

    0.07% of the 13F portfolio, value $3,088,128.

    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 50,974 shares
    Change vs previous 13F +4,397 shares

    0.06% of the 13F portfolio, value $2,589,987.

    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 46,577 shares
    Change vs previous 13F +2,136 shares

    0.05% of the 13F portfolio, value $2,225,908.

    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 44,441 shares
    Change vs previous 13F -189 shares

    0.05% of the 13F portfolio, value $2,116,732.

    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 44,630 shares
    Change vs previous 13F -11,927 shares

    0.05% of the 13F portfolio, value $1,944,993.

    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 56,557 shares
    Change vs previous 13F -27,822 shares

    0.06% of the 13F portfolio, value $2,133,893.

    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 84,379 shares
    Change vs previous 13F -13,838 shares

    0.1% of the 13F portfolio, value $3,409,741.

    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 98,217 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,042,611.

    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).