Skip to content
Disclosery

CreativeOne Wealth, LLC: XLV position timeline

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

CreativeOne Wealth, LLC held 50,079 XLV 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 50,079 shares
    Change vs previous 13F -1,752 shares

    0.17% of the 13F portfolio, value $7,945,542.

    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 51,831 shares
    Change vs previous 13F +16,523 shares

    0.18% of the 13F portfolio, value $7,598,929.

    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 35,308 shares
    Change vs previous 13F +5,366 shares

    0.13% of the 13F portfolio, value $5,465,573.

    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 29,942 shares
    Change vs previous 13F +6,897 shares

    0.1% of the 13F portfolio, value $4,166,977.

    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 23,045 shares
    Change vs previous 13F +3,199 shares

    0.08% of the 13F portfolio, value $3,106,204.

    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 19,846 shares
    Change vs previous 13F +1,307 shares

    0.09% of the 13F portfolio, value $2,897,666.

    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 18,539 shares
    Change vs previous 13F +2,351 shares

    0.08% of the 13F portfolio, value $2,550,338.

    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 16,188 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,493,408.

    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).