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Disclosery

CreativeOne Wealth, LLC: TMO position timeline

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

CreativeOne Wealth, LLC held 3,111 TMO 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 3,111 shares
    Change vs previous 13F -2,129 shares

    0.03% of the 13F portfolio, value $1,559,439.

    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 5,240 shares
    Change vs previous 13F +202 shares

    0.06% of the 13F portfolio, value $2,575,730.

    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 5,038 shares
    Change vs previous 13F -582 shares

    0.07% of the 13F portfolio, value $2,919,541.

    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 5,620 shares
    Change vs previous 13F -2,158 shares

    0.07% of the 13F portfolio, value $2,725,964.

    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 7,778 shares
    Change vs previous 13F +1,253 shares

    0.08% of the 13F portfolio, value $3,153,634.

    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 6,525 shares
    Change vs previous 13F -306 shares

    0.1% of the 13F portfolio, value $3,246,760.

    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 6,831 shares
    Change vs previous 13F +804 shares

    0.11% of the 13F portfolio, value $3,553,865.

    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 6,027 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,728,227.

    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).