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CreativeOne Wealth, LLC: PTNQ position timeline

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

CreativeOne Wealth, LLC held 3,737 PTNQ 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 3,737 shares
    Change vs previous 13F -207 shares

    0.01% of the 13F portfolio, value $331,265.

    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 3,944 shares
    Change vs previous 13F -164 shares

    0.01% of the 13F portfolio, value $287,740.

    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 4,108 shares
    Change vs previous 13F -13,947 shares

    0.01% of the 13F portfolio, value $323,132.

    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 18,055 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $1,399,841.

    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 18,391 shares
    Change vs previous 13F -3,931 shares

    0.03% of the 13F portfolio, value $1,312,535.

    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 22,322 shares
    Change vs previous 13F -11,669 shares

    0.05% of the 13F portfolio, value $1,585,102.

    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 33,991 shares
    Change vs previous 13F +17,208 shares

    0.08% of the 13F portfolio, value $2,516,017.

    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 16,783 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,230,701.

    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).