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CreativeOne Wealth, LLC: SDVY position timeline

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

CreativeOne Wealth, LLC held 32,378 SDVY 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 32,378 shares
    Change vs previous 13F +2,210 shares

    0.03% of the 13F portfolio, value $1,396,787.

    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 30,168 shares
    Change vs previous 13F +2,282 shares

    0.03% of the 13F portfolio, value $1,189,526.

    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 27,886 shares
    Change vs previous 13F +2,184 shares

    0.03% of the 13F portfolio, value $1,068,583.

    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 25,702 shares
    Change vs previous 13F -13,229 shares

    0.02% of the 13F portfolio, value $977,165.

    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 38,931 shares
    Change vs previous 13F -728 shares

    0.04% of the 13F portfolio, value $1,373,481.

    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 39,659 shares
    Change vs previous 13F -4,036 shares

    0.04% of the 13F portfolio, value $1,328,590.

    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 43,695 shares
    Change vs previous 13F -4,198 shares

    0.05% of the 13F portfolio, value $1,566,455.

    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 47,893 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,742,342.

    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).