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CreativeOne Wealth, LLC: XBJA position timeline

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

CreativeOne Wealth, LLC held 26,965 XBJA 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 26,965 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $911,552.

    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 27,113 shares
    Change vs previous 13F -790 shares

    0.02% of the 13F portfolio, value $848,095.

    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 27,903 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $892,064.

    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 28,031 shares
    Change vs previous 13F -147 shares

    0.02% of the 13F portfolio, value $877,143.

    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 28,178 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $849,285.

    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 28,583 shares
    Change vs previous 13F -7,614 shares

    0.02% of the 13F portfolio, value $806,898.

    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 36,197 shares
    Change vs previous 13F -179 shares

    0.03% of the 13F portfolio, value $1,041,388.

    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 36,376 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,030,896.

    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).