Skip to content
Disclosery

CreativeOne Wealth, LLC: SBUX position timeline

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

CreativeOne Wealth, LLC held 8,662 SBUX 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 8,662 shares
    Change vs previous 13F -4,264 shares

    0.02% of the 13F portfolio, value $885,205.

    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 12,926 shares
    Change vs previous 13F +269 shares

    0.03% of the 13F portfolio, value $1,158,009.

    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 12,657 shares
    Change vs previous 13F -2,007 shares

    0.03% of the 13F portfolio, value $1,065,831.

    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 14,664 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $1,240,654.

    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 14,587 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $1,336,627.

    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 14,499 shares
    Change vs previous 13F +4,343 shares

    0.04% of the 13F portfolio, value $1,422,143.

    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 10,156 shares
    Change vs previous 13F +196 shares

    0.03% of the 13F portfolio, value $926,700.

    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 9,960 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $971,012.

    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).