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CreativeOne Wealth, LLC: QGRW position timeline

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

CreativeOne Wealth, LLC held 19,941 QGRW 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 19,941 shares
    Change vs previous 13F -1,047 shares

    0.03% of the 13F portfolio, value $1,316,714.

    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 20,988 shares
    Change vs previous 13F -3,526 shares

    0.03% of the 13F portfolio, value $1,121,414.

    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 24,514 shares
    Change vs previous 13F +6,841 shares

    0.03% of the 13F portfolio, value $1,438,212.

    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 17,673 shares
    Change vs previous 13F -1,638 shares

    0.02% of the 13F portfolio, value $1,013,727.

    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 19,311 shares
    Change vs previous 13F -8,139 shares

    0.03% of the 13F portfolio, value $1,014,814.

    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 27,450 shares
    Change vs previous 13F -10,065 shares

    0.04% of the 13F portfolio, value $1,205,067.

    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 37,515 shares
    Change vs previous 13F +7,371 shares

    0.06% of the 13F portfolio, value $1,847,977.

    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 30,144 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,375,320.

    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).