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CreativeOne Wealth, LLC: PJUL position timeline

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

CreativeOne Wealth, LLC held 39,982 PJUL 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 39,982 shares
    Change vs previous 13F -8,997 shares

    0.04% of the 13F portfolio, value $1,951,521.

    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 48,979 shares
    Change vs previous 13F -1,489 shares

    0.05% of the 13F portfolio, value $2,251,442.

    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 50,468 shares
    Change vs previous 13F -1,933 shares

    0.06% of the 13F portfolio, value $2,343,229.

    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 52,401 shares
    Change vs previous 13F -4,151 shares

    0.06% of the 13F portfolio, value $2,389,486.

    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 56,552 shares
    Change vs previous 13F +6,189 shares

    0.06% of the 13F portfolio, value $2,479,805.

    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 50,363 shares
    Change vs previous 13F -4,289 shares

    0.06% of the 13F portfolio, value $2,024,089.

    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 54,652 shares
    Change vs previous 13F +3,006 shares

    0.07% of the 13F portfolio, value $2,250,023.

    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 51,646 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,090,625.

    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).