Skip to content
Disclosery

CreativeOne Wealth, LLC: RSG position timeline

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

CreativeOne Wealth, LLC held 4,160 RSG 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 4,160 shares
    Change vs previous 13F -397 shares

    0.02% of the 13F portfolio, value $886,338.

    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 4,557 shares
    Change vs previous 13F +212 shares

    0.02% of the 13F portfolio, value $998,076.

    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 4,345 shares
    Change vs previous 13F +29 shares

    0.02% of the 13F portfolio, value $920,827.

    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 4,316 shares
    Change vs previous 13F +308 shares

    0.02% of the 13F portfolio, value $990,363.

    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 4,008 shares
    Change vs previous 13F +161 shares

    0.03% of the 13F portfolio, value $988,304.

    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 3,847 shares
    Change vs previous 13F +181 shares

    0.03% of the 13F portfolio, value $931,686.

    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 3,666 shares
    Change vs previous 13F +1,510 shares

    0.02% of the 13F portfolio, value $737,575.

    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 2,156 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,029.

    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).