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CreativeOne Wealth, LLC: VNQ position timeline

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

CreativeOne Wealth, LLC held 222,806 VNQ 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 222,806 shares
    Change vs previous 13F +12,775 shares

    0.46% of the 13F portfolio, value $21,485,213.

    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 210,031 shares
    Change vs previous 13F +1,764 shares

    0.43% of the 13F portfolio, value $18,629,812.

    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 208,267 shares
    Change vs previous 13F +17,897 shares

    0.45% of the 13F portfolio, value $18,429,520.

    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 190,370 shares
    Change vs previous 13F +1,903 shares

    0.42% of the 13F portfolio, value $17,403,667.

    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 188,467 shares
    Change vs previous 13F +3,429 shares

    0.44% of the 13F portfolio, value $16,784,835.

    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 185,038 shares
    Change vs previous 13F -500 shares

    0.5% of the 13F portfolio, value $16,753,399.

    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 185,538 shares
    Change vs previous 13F -2,932 shares

    0.51% of the 13F portfolio, value $16,527,749.

    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 188,470 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $18,360,724.

    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).