Skip to content
Disclosery

CreativeOne Wealth, LLC: XLY position timeline

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

CreativeOne Wealth, LLC held 40,168 XLY 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 40,168 shares
    Change vs previous 13F +20,643 shares

    0.1% of the 13F portfolio, value $4,710,858.

    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 19,525 shares
    Change vs previous 13F -7,386 shares

    0.05% of the 13F portfolio, value $2,127,834.

    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 26,911 shares
    Change vs previous 13F +9,982 shares

    0.08% of the 13F portfolio, value $3,213,385.

    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 16,929 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $4,056,773.

    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 16,969 shares
    Change vs previous 13F +9,621 shares

    0.1% of the 13F portfolio, value $3,687,963.

    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 7,348 shares
    Change vs previous 13F -7,624 shares

    0.04% of the 13F portfolio, value $1,450,840.

    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 14,972 shares
    Change vs previous 13F +1,697 shares

    0.1% of the 13F portfolio, value $3,358,981.

    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 13,275 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,659,936.

    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).