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CreativeOne Wealth, LLC: SCMB position timeline

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

CreativeOne Wealth, LLC held 21,716 SCMB 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 21,716 shares
    Change vs previous 13F +2,998 shares

    0.01% of the 13F portfolio, value $560,718.

    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 18,718 shares
    Change vs previous 13F +2,039 shares

    0.01% of the 13F portfolio, value $476,944.

    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 16,679 shares
    Change vs previous 13F +193 shares

    0.01% of the 13F portfolio, value $429,663.

    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 16,486 shares
    Change vs previous 13F +149 shares

    0.01% of the 13F portfolio, value $422,198.

    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 16,337 shares
    Change vs previous 13F +4,086 shares

    0.01% of the 13F portfolio, value $411,362.

    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 12,251 shares
    Change vs previous 13F +4,035 shares

    0.01% of the 13F portfolio, value $310,802.

    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 8,216 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,986.

    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).