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Disclosery

CreativeOne Wealth, LLC: RFLR position timeline

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

CreativeOne Wealth, LLC held 34,027 RFLR 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 34,027 shares
    Change vs previous 13F -7,776 shares

    0.02% of the 13F portfolio, value $1,115,460.

    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 41,803 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,213,850.

    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 41,803 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,189,703.

    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).