Skip to content
Disclosery

CreativeOne Wealth, LLC: SPLV position timeline

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

CreativeOne Wealth, LLC held 55,222 SPLV 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 55,222 shares
    Change vs previous 13F +443 shares

    0.09% of the 13F portfolio, value $4,136,134.

    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 54,779 shares
    Change vs previous 13F +29,726 shares

    0.09% of the 13F portfolio, value $4,006,558.

    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 ended2024-09-30
    13F 25,053 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,797,047.

    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).