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Disclosery

CreativeOne Wealth, LLC: TFLO position timeline

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

CreativeOne Wealth, LLC held 38,526 TFLO 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 38,526 shares
    Change vs previous 13F -2,278 shares

    0.04% of the 13F portfolio, value $1,950,546.

    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 40,804 shares
    Change vs previous 13F -7,678 shares

    0.05% of the 13F portfolio, value $2,065,930.

    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 48,482 shares
    Change vs previous 13F -34,288 shares

    0.06% of the 13F portfolio, value $2,446,382.

    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 82,770 shares
    Change vs previous 13F -3,131 shares

    0.1% of the 13F portfolio, value $4,187,364.

    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 85,901 shares
    Change vs previous 13F +5,128 shares

    0.11% of the 13F portfolio, value $4,350,863.

    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 80,773 shares
    Change vs previous 13F +6,748 shares

    0.12% of the 13F portfolio, value $4,091,956.

    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 74,025 shares
    Change vs previous 13F +2,454 shares

    0.11% of the 13F portfolio, value $3,736,054.

    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 71,571 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,621,475.

    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).