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Disclosery

CreativeOne Wealth, LLC: VWO position timeline

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

CreativeOne Wealth, LLC held 576,953 VWO 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 576,953 shares
    Change vs previous 13F +15,374 shares

    0.74% of the 13F portfolio, value $34,438,317.

    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 561,579 shares
    Change vs previous 13F +1,790 shares

    0.7% of the 13F portfolio, value $30,353,354.

    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 559,789 shares
    Change vs previous 13F +37,231 shares

    0.73% of the 13F portfolio, value $30,094,270.

    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 522,558 shares
    Change vs previous 13F +5,998 shares

    0.69% of the 13F portfolio, value $28,312,165.

    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 516,560 shares
    Change vs previous 13F +20,510 shares

    0.67% of the 13F portfolio, value $25,549,057.

    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 496,050 shares
    Change vs previous 13F +4,054 shares

    0.67% of the 13F portfolio, value $22,451,252.

    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 491,996 shares
    Change vs previous 13F +19,543 shares

    0.66% of the 13F portfolio, value $21,667,505.

    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 472,453 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $22,606,870.

    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).