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CreativeOne Wealth, LLC: SMIZ position timeline

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

CreativeOne Wealth, LLC held 244,611 SMIZ 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 244,611 shares
    Change vs previous 13F -167,036 shares

    0.24% of the 13F portfolio, value $10,914,529.

    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 411,647 shares
    Change vs previous 13F +6,052 shares

    0.35% of the 13F portfolio, value $15,259,762.

    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 405,595 shares
    Change vs previous 13F +12,915 shares

    0.36% of the 13F portfolio, value $15,002,973.

    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 392,680 shares
    Change vs previous 13F +19,925 shares

    0.36% of the 13F portfolio, value $14,666,612.

    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 372,755 shares
    Change vs previous 13F +45,125 shares

    0.33% of the 13F portfolio, value $12,632,679.

    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 327,630 shares
    Change vs previous 13F +168,426 shares

    0.3% of the 13F portfolio, value $9,912,891.

    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 159,204 shares
    Change vs previous 13F +38,677 shares

    0.16% of the 13F portfolio, value $5,282,283.

    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 120,527 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,989,184.

    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).