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Disclosery

CreativeOne Wealth, LLC: WTV position timeline

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

CreativeOne Wealth, LLC held 12,010 WTV 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 12,010 shares
    Change vs previous 13F -6,637 shares

    0.03% of the 13F portfolio, value $1,221,676.

    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 18,647 shares
    Change vs previous 13F +2,898 shares

    0.04% of the 13F portfolio, value $1,766,389.

    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 15,749 shares
    Change vs previous 13F +5,282 shares

    0.04% of the 13F portfolio, value $1,469,415.

    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 10,467 shares
    Change vs previous 13F +141 shares

    0.02% of the 13F portfolio, value $952,602.

    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 10,326 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $892,184.

    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).