Skip to content
Disclosery

CreativeOne Wealth, LLC: TEL position timeline

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

CreativeOne Wealth, LLC held 4,375 TEL 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 4,375 shares
    Change vs previous 13F -51 shares

    0.02% of the 13F portfolio, value $881,993.

    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 4,426 shares
    Change vs previous 13F +3,141 shares

    0.02% of the 13F portfolio, value $925,188.

    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 1,285 shares
    Change vs previous 13F -490 shares

    0.01% of the 13F portfolio, value $292,327.

    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 1,775 shares
    Change vs previous 13F +567 shares

    0.01% of the 13F portfolio, value $389,778.

    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 1,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,763.

    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).