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CreativeOne Wealth, LLC: QUAL position timeline

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

CreativeOne Wealth, LLC held 28,528 QUAL 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 28,528 shares
    Change vs previous 13F -135,414 shares

    0.14% of the 13F portfolio, value $6,260,005.

    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 163,942 shares
    Change vs previous 13F +5,421 shares

    0.73% of the 13F portfolio, value $31,445,825.

    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 158,521 shares
    Change vs previous 13F -109,318 shares

    0.76% of the 13F portfolio, value $31,485,423.

    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 267,839 shares
    Change vs previous 13F -20,600 shares

    1.27% of the 13F portfolio, value $52,094,645.

    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 288,439 shares
    Change vs previous 13F +9,133 shares

    1.38% of the 13F portfolio, value $52,732,474.

    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 279,306 shares
    Change vs previous 13F +21,361 shares

    1.43% of the 13F portfolio, value $47,730,467.

    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 257,945 shares
    Change vs previous 13F +5,327 shares

    1.41% of the 13F portfolio, value $45,934,808.

    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 252,618 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $45,294,314.

    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).