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CreativeOne Wealth, LLC: VST position timeline

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

CreativeOne Wealth, LLC held 7,496 VST 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 7,496 shares
    Change vs previous 13F +454 shares

    0.03% of the 13F portfolio, value $1,189,155.

    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 7,042 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $1,058,698.

    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 7,074 shares
    Change vs previous 13F +398 shares

    0.03% of the 13F portfolio, value $1,141,206.

    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 6,676 shares
    Change vs previous 13F -1,399 shares

    0.03% of the 13F portfolio, value $1,308,020.

    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 8,075 shares
    Change vs previous 13F +3,548 shares

    0.04% of the 13F portfolio, value $1,565,042.

    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 4,527 shares
    Change vs previous 13F -4,004 shares

    0.02% of the 13F portfolio, value $531,662.

    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 8,531 shares
    Change vs previous 13F +5,042 shares

    0.04% of the 13F portfolio, value $1,176,175.

    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 3,489 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $413,586.

    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).