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CreativeOne Wealth, LLC: VONG position timeline

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

CreativeOne Wealth, LLC held 9,037 VONG 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 9,037 shares
    Change vs previous 13F -632 shares

    0.02% of the 13F portfolio, value $1,154,995.

    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 9,669 shares
    Change vs previous 13F -2,525 shares

    0.02% of the 13F portfolio, value $1,060,571.

    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 12,194 shares
    Change vs previous 13F +519 shares

    0.04% of the 13F portfolio, value $1,484,567.

    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 11,675 shares
    Change vs previous 13F +1,201 shares

    0.03% of the 13F portfolio, value $1,406,827.

    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 10,474 shares
    Change vs previous 13F -1,354 shares

    0.03% of the 13F portfolio, value $1,143,784.

    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 11,828 shares
    Change vs previous 13F +1,105 shares

    0.03% of the 13F portfolio, value $1,097,510.

    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 10,723 shares
    Change vs previous 13F -336 shares

    0.03% of the 13F portfolio, value $1,107,733.

    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 11,059 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,067,377.

    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).