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CreativeOne Wealth, LLC: PINS position timeline

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

CreativeOne Wealth, LLC held 41,786 PINS 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 41,786 shares
    Change vs previous 13F -1,789 shares

    0.02% of the 13F portfolio, value $878,759.

    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 43,575 shares
    Change vs previous 13F -12,985 shares

    0.02% of the 13F portfolio, value $799,165.

    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 56,560 shares
    Change vs previous 13F +21,392 shares

    0.04% of the 13F portfolio, value $1,464,338.

    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 35,168 shares
    Change vs previous 13F +24,221 shares

    0.03% of the 13F portfolio, value $1,131,355.

    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 10,947 shares
    Change vs previous 13F +2,300 shares

    0.01% of the 13F portfolio, value $392,559.

    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 8,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $268,057.

    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).