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Disclosery

CreativeOne Wealth, LLC: TXN position timeline

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

CreativeOne Wealth, LLC held 17,377 TXN 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 17,377 shares
    Change vs previous 13F +3,602 shares

    0.11% of the 13F portfolio, value $5,179,497.

    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 13,775 shares
    Change vs previous 13F -484 shares

    0.06% of the 13F portfolio, value $2,674,419.

    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 14,259 shares
    Change vs previous 13F +734 shares

    0.06% of the 13F portfolio, value $2,473,782.

    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 13,525 shares
    Change vs previous 13F +571 shares

    0.06% of the 13F portfolio, value $2,484,869.

    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 12,954 shares
    Change vs previous 13F +1,859 shares

    0.07% of the 13F portfolio, value $2,689,559.

    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 11,095 shares
    Change vs previous 13F +2,699 shares

    0.06% of the 13F portfolio, value $1,993,724.

    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 8,396 shares
    Change vs previous 13F +1,576 shares

    0.05% of the 13F portfolio, value $1,574,393.

    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 6,820 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,408,788.

    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).