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Disclosery

CreativeOne Wealth, LLC: TBIL position timeline

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

CreativeOne Wealth, LLC held 13,045 TBIL 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 13,045 shares
    Change vs previous 13F -430 shares

    0.01% of the 13F portfolio, value $650,424.

    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 13,475 shares
    Change vs previous 13F +190 shares

    0.02% of the 13F portfolio, value $671,864.

    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 13,285 shares
    Change vs previous 13F -300 shares

    0.02% of the 13F portfolio, value $662,656.

    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 13,585 shares
    Change vs previous 13F -400 shares

    0.02% of the 13F portfolio, value $679,250.

    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 13,985 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $699,180.

    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 14,090 shares
    Change vs previous 13F +1,350 shares

    0.02% of the 13F portfolio, value $704,641.

    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 12,740 shares
    Change vs previous 13F +3,000 shares

    0.02% of the 13F portfolio, value $635,216.

    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 9,740 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $487,390.

    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).