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CreativeOne Wealth, LLC: VTEB position timeline

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

CreativeOne Wealth, LLC held 23,803 VTEB 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 23,803 shares
    Change vs previous 13F +2,356 shares

    0.03% of the 13F portfolio, value $1,203,972.

    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 21,447 shares
    Change vs previous 13F -3,878 shares

    0.02% of the 13F portfolio, value $1,069,991.

    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 25,325 shares
    Change vs previous 13F +7,554 shares

    0.03% of the 13F portfolio, value $1,273,576.

    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 17,771 shares
    Change vs previous 13F -21,530 shares

    0.02% of the 13F portfolio, value $889,778.

    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 39,301 shares
    Change vs previous 13F +1,898 shares

    0.05% of the 13F portfolio, value $1,926,910.

    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 37,403 shares
    Change vs previous 13F +329 shares

    0.06% of the 13F portfolio, value $1,855,960.

    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 37,074 shares
    Change vs previous 13F -246 shares

    0.06% of the 13F portfolio, value $1,858,499.

    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 37,320 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,907,799.

    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).