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CreativeOne Wealth, LLC: PSLV position timeline

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

CreativeOne Wealth, LLC held 101,090 PSLV 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 101,090 shares
    Change vs previous 13F +31,229 shares

    0.04% of the 13F portfolio, value $1,907,568.

    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 69,861 shares
    Change vs previous 13F -26,398 shares

    0.04% of the 13F portfolio, value $1,703,910.

    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 96,259 shares
    Change vs previous 13F +40,518 shares

    0.06% of the 13F portfolio, value $2,276,525.

    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 55,741 shares
    Change vs previous 13F -11,187 shares

    0.02% of the 13F portfolio, value $875,134.

    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 66,928 shares
    Change vs previous 13F +40,908 shares

    0.02% of the 13F portfolio, value $819,199.

    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 26,020 shares
    Change vs previous 13F -353 shares

    0.01% of the 13F portfolio, value $301,832.

    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 26,373 shares
    Change vs previous 13F -2,322 shares

    0.01% of the 13F portfolio, value $254,499.

    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 28,695 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,863.

    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).