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CreativeOne Wealth, LLC: TQQQ position timeline

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

CreativeOne Wealth, LLC held 22,359 TQQQ 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 22,359 shares
    Change vs previous 13F -28,836 shares

    0.04% of the 13F portfolio, value $1,811,094.

    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 51,195 shares
    Change vs previous 13F +1,377 shares

    0.05% of the 13F portfolio, value $2,133,815.

    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 49,818 shares
    Change vs previous 13F +25,813 shares

    0.06% of the 13F portfolio, value $2,626,419.

    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 24,005 shares
    Change vs previous 13F +505 shares

    0.06% of the 13F portfolio, value $2,482,095.

    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 23,500 shares
    Change vs previous 13F +288 shares

    0.05% of the 13F portfolio, value $1,950,504.

    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 23,212 shares
    Change vs previous 13F +1,078 shares

    0.04% of the 13F portfolio, value $1,330,062.

    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 22,134 shares
    Change vs previous 13F +2,281 shares

    0.05% of the 13F portfolio, value $1,751,462.

    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 19,853 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,439,178.

    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).