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CreativeOne Wealth, LLC: QUS position timeline

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

CreativeOne Wealth, LLC held 21,465 QUS 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 21,465 shares
    Change vs previous 13F -3,230 shares

    0.09% of the 13F portfolio, value $4,010,939.

    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 24,695 shares
    Change vs previous 13F -913 shares

    0.1% of the 13F portfolio, value $4,238,641.

    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 25,608 shares
    Change vs previous 13F -13,858 shares

    0.11% of the 13F portfolio, value $4,460,624.

    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 39,466 shares
    Change vs previous 13F -9,839 shares

    0.16% of the 13F portfolio, value $6,756,537.

    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 49,305 shares
    Change vs previous 13F -1,554 shares

    0.21% of the 13F portfolio, value $8,041,142.

    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 50,859 shares
    Change vs previous 13F -2,334 shares

    0.24% of the 13F portfolio, value $7,969,207.

    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 53,193 shares
    Change vs previous 13F -9,778 shares

    0.25% of the 13F portfolio, value $8,236,966.

    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 62,971 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $9,921,095.

    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).