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Disclosery

CreativeOne Wealth, LLC: VBR position timeline

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

CreativeOne Wealth, LLC held 28,578 VBR 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 28,578 shares
    Change vs previous 13F +7,216 shares

    0.15% of the 13F portfolio, value $6,944,064.

    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 21,362 shares
    Change vs previous 13F +1,659 shares

    0.11% of the 13F portfolio, value $4,640,883.

    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 19,703 shares
    Change vs previous 13F +234 shares

    0.1% of the 13F portfolio, value $4,173,026.

    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 19,469 shares
    Change vs previous 13F +569 shares

    0.1% of the 13F portfolio, value $4,063,214.

    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 18,900 shares
    Change vs previous 13F -836 shares

    0.1% of the 13F portfolio, value $3,685,722.

    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 19,736 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $3,676,762.

    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 20,226 shares
    Change vs previous 13F +1,058 shares

    0.12% of the 13F portfolio, value $4,008,407.

    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 19,168 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,848,419.

    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).