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Disclosery

CreativeOne Wealth, LLC: RDVI position timeline

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

CreativeOne Wealth, LLC held 49,815 RDVI 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 49,815 shares
    Change vs previous 13F +4,691 shares

    0.03% of the 13F portfolio, value $1,464,576.

    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 45,124 shares
    Change vs previous 13F +5,807 shares

    0.03% of the 13F portfolio, value $1,152,924.

    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 39,317 shares
    Change vs previous 13F +14,973 shares

    0.03% of the 13F portfolio, value $1,031,678.

    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 24,344 shares
    Change vs previous 13F -12,732 shares

    0.02% of the 13F portfolio, value $629,299.

    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 37,076 shares
    Change vs previous 13F -11,757 shares

    0.02% of the 13F portfolio, value $916,151.

    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 48,833 shares
    Change vs previous 13F +603 shares

    0.03% of the 13F portfolio, value $1,158,315.

    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 48,230 shares
    Change vs previous 13F +57 shares

    0.04% of the 13F portfolio, value $1,169,088.

    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 48,173 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,186,995.

    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).