Skip to content
Disclosery

CreativeOne Wealth, LLC: XJUL position timeline

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

CreativeOne Wealth, LLC held 20,694 XJUL 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 20,694 shares
    Change vs previous 13F -15,534 shares

    0.02% of the 13F portfolio, value $842,556.

    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 36,228 shares
    Change vs previous 13F +15,622 shares

    0.03% of the 13F portfolio, value $1,408,986.

    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 20,606 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $805,421.

    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 20,606 shares
    Change vs previous 13F +14,070 shares

    0.02% of the 13F portfolio, value $790,549.

    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 6,536 shares
    Change vs previous 13F -20,154 shares

    0.01% of the 13F portfolio, value $242,878.

    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 26,690 shares
    Change vs previous 13F +20,154 shares

    0.03% of the 13F portfolio, value $942,424.

    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 6,536 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $231,836.

    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 6,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $228,348.

    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).