CreativeOne Wealth, LLC: XLE position timeline

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

CreativeOne Wealth, LLC held 212,119 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 212,119 shares
Change vs previous 13F -168,487 shares
0.24% of the 13F portfolio, value $11,265,638.
13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 380,606 shares
Change vs previous 13F not available
0.54% of the 13F portfolio, value $23,315,929.
13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, LLC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).