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Disclosery

CreativeOne Wealth, LLC: SNPS position timeline

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

CreativeOne Wealth, LLC held 1,954 SNPS 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 1,954 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $871,620.

    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 1,331 shares
    Change vs previous 13F +41 shares

    0.01% of the 13F portfolio, value $527,715.

    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 1,290 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $605,939.

    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 1,584 shares
    Change vs previous 13F -2,251 shares

    0.02% of the 13F portfolio, value $781,418.

    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 3,835 shares
    Change vs previous 13F +447 shares

    0.05% of the 13F portfolio, value $1,966,128.

    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 3,388 shares
    Change vs previous 13F +707 shares

    0.04% of the 13F portfolio, value $1,452,944.

    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 2,681 shares
    Change vs previous 13F +431 shares

    0.04% of the 13F portfolio, value $1,301,250.

    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 2,250 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,139,377.

    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).