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CreativeOne Wealth, LLC: XEXGX position timeline

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

CreativeOne Wealth, LLC held 25,550 XEXGX 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 25,550 shares
    Change vs previous 13F -700 shares

    0.01% of the 13F portfolio, value $250,646.

    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 26,250 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $227,325.

    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 26,250 shares
    Change vs previous 13F -1,750 shares

    0.01% of the 13F portfolio, value $250,163.

    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 28,000 shares
    Change vs previous 13F -4,600 shares

    0.01% of the 13F portfolio, value $254,800.

    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 32,600 shares
    Change vs previous 13F -5,700 shares

    0.01% of the 13F portfolio, value $285,250.

    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 38,300 shares
    Change vs previous 13F -10,450 shares

    0.01% of the 13F portfolio, value $311,762.

    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 48,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $398,288.

    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).