Skip to content
Disclosery

CreativeOne Wealth, LLC: SPMO position timeline

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

CreativeOne Wealth, LLC held 144,435 SPMO 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 144,435 shares
    Change vs previous 13F -40,945 shares

    0.5% of the 13F portfolio, value $23,332,004.

    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 185,380 shares
    Change vs previous 13F +15,215 shares

    0.48% of the 13F portfolio, value $20,782,981.

    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 170,165 shares
    Change vs previous 13F +49,819 shares

    0.49% of the 13F portfolio, value $20,304,047.

    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 120,346 shares
    Change vs previous 13F -4,459 shares

    0.36% of the 13F portfolio, value $14,569,115.

    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 124,805 shares
    Change vs previous 13F +5,747 shares

    0.37% of the 13F portfolio, value $14,036,834.

    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 119,058 shares
    Change vs previous 13F -8,073 shares

    0.33% of the 13F portfolio, value $11,016,399.

    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 127,131 shares
    Change vs previous 13F +124,831 shares

    0.37% of the 13F portfolio, value $12,078,691.

    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 2,300 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,472.

    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).