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CreativeOne Wealth, LLC: SPIB position timeline

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

CreativeOne Wealth, LLC held 16,290 SPIB 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 16,290 shares
    Change vs previous 13F -12,658 shares

    0.01% of the 13F portfolio, value $545,058.

    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 28,948 shares
    Change vs previous 13F -1,927 shares

    0.02% of the 13F portfolio, value $970,917.

    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 30,875 shares
    Change vs previous 13F -6,977 shares

    0.03% of the 13F portfolio, value $1,043,900.

    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 37,852 shares
    Change vs previous 13F -6,405 shares

    0.03% of the 13F portfolio, value $1,282,793.

    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 44,257 shares
    Change vs previous 13F +8,410 shares

    0.04% of the 13F portfolio, value $1,486,154.

    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 35,847 shares
    Change vs previous 13F -3,886 shares

    0.04% of the 13F portfolio, value $1,191,563.

    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 39,733 shares
    Change vs previous 13F +10,012 shares

    0.04% of the 13F portfolio, value $1,301,642.

    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 29,721 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,001,886.

    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).