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CreativeOne Wealth, LLC: VCRB position timeline

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

CreativeOne Wealth, LLC held 119,141 VCRB 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 119,141 shares
    Change vs previous 13F -2,613 shares

    0.2% of the 13F portfolio, value $9,201,593.

    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 121,754 shares
    Change vs previous 13F +22,916 shares

    0.22% of the 13F portfolio, value $9,421,332.

    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 98,838 shares
    Change vs previous 13F +10,904 shares

    0.19% of the 13F portfolio, value $7,698,967.

    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 87,934 shares
    Change vs previous 13F +3,769 shares

    0.17% of the 13F portfolio, value $6,894,905.

    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 84,165 shares
    Change vs previous 13F +24,317 shares

    0.17% of the 13F portfolio, value $6,529,521.

    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 59,848 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,634,031.

    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).