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CreativeOne Wealth, LLC: TROW position timeline

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

CreativeOne Wealth, LLC held 73,550 TROW 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 73,550 shares
    Change vs previous 13F +1,393 shares

    0.18% of the 13F portfolio, value $8,361,935.

    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 72,157 shares
    Change vs previous 13F +6,224 shares

    0.15% of the 13F portfolio, value $6,504,204.

    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 65,933 shares
    Change vs previous 13F +7,613 shares

    0.16% of the 13F portfolio, value $6,750,236.

    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 58,320 shares
    Change vs previous 13F +1,281 shares

    0.15% of the 13F portfolio, value $5,985,985.

    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 57,039 shares
    Change vs previous 13F +8,329 shares

    0.14% of the 13F portfolio, value $5,504,260.

    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 48,710 shares
    Change vs previous 13F +24,099 shares

    0.13% of the 13F portfolio, value $4,475,056.

    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 24,611 shares
    Change vs previous 13F +3,947 shares

    0.09% of the 13F portfolio, value $2,783,325.

    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 20,664 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,250,942.

    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).