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Disclosery

CreativeOne Wealth, LLC: XLU position timeline

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

CreativeOne Wealth, LLC held 47,122 XLU 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 47,122 shares
    Change vs previous 13F -1,743 shares

    0.05% of the 13F portfolio, value $2,136,488.

    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 48,865 shares
    Change vs previous 13F -1,144 shares

    0.05% of the 13F portfolio, value $2,242,414.

    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 50,009 shares
    Change vs previous 13F +28,306 shares

    0.05% of the 13F portfolio, value $2,134,918.

    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 21,703 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $1,892,718.

    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 21,670 shares
    Change vs previous 13F +3,772 shares

    0.05% of the 13F portfolio, value $1,769,623.

    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 17,898 shares
    Change vs previous 13F -999 shares

    0.04% of the 13F portfolio, value $1,411,301.

    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 18,897 shares
    Change vs previous 13F +155 shares

    0.04% of the 13F portfolio, value $1,430,323.

    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 18,742 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,514,023.

    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).