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CreativeOne Wealth, LLC: VYM position timeline

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

CreativeOne Wealth, LLC held 133,987 VYM 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 133,987 shares
    Change vs previous 13F +48,262 shares

    0.46% of the 13F portfolio, value $21,174,026.

    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 85,725 shares
    Change vs previous 13F -8,220 shares

    0.29% of the 13F portfolio, value $12,695,892.

    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 93,945 shares
    Change vs previous 13F +8,774 shares

    0.33% of the 13F portfolio, value $13,482,918.

    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 85,171 shares
    Change vs previous 13F -31,647 shares

    0.29% of the 13F portfolio, value $12,004,819.

    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 116,818 shares
    Change vs previous 13F +9,998 shares

    0.41% of the 13F portfolio, value $15,573,046.

    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 106,820 shares
    Change vs previous 13F -4,985 shares

    0.41% of the 13F portfolio, value $13,775,589.

    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 111,805 shares
    Change vs previous 13F +13,518 shares

    0.44% of the 13F portfolio, value $14,265,172.

    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 98,287 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,600,464.

    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).