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Disclosery

CreativeOne Wealth, LLC: UNG position timeline

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

CreativeOne Wealth, LLC held 42,665 UNG 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 42,665 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $500,034.

    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 42,665 shares
    Change vs previous 13F -6,875 shares

    0.01% of the 13F portfolio, value $500,460.

    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 49,540 shares
    Change vs previous 13F -6,600 shares

    0.01% of the 13F portfolio, value $607,360.

    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 56,140 shares
    Change vs previous 13F +38,300 shares

    0.02% of the 13F portfolio, value $733,750.

    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 17,840 shares
    Change vs previous 13F -1,500 shares

    0.01% of the 13F portfolio, value $272,595.

    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 19,340 shares
    Change vs previous 13F -42,750 shares

    0.01% of the 13F portfolio, value $417,937.

    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 62,090 shares
    Change vs previous 13F -5,650 shares

    0.03% of the 13F portfolio, value $1,043,733.

    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 67,740 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,106,194.

    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).