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CreativeOne Wealth, LLC: XMHQ position timeline

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

CreativeOne Wealth, LLC held 17,121 XMHQ 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 17,121 shares
    Change vs previous 13F -8,706 shares

    0.04% of the 13F portfolio, value $1,932,575.

    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 25,827 shares
    Change vs previous 13F +2,488 shares

    0.06% of the 13F portfolio, value $2,669,738.

    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 23,339 shares
    Change vs previous 13F -162 shares

    0.06% of the 13F portfolio, value $2,390,427.

    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 23,501 shares
    Change vs previous 13F -5,017 shares

    0.06% of the 13F portfolio, value $2,466,652.

    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 28,518 shares
    Change vs previous 13F +2,950 shares

    0.07% of the 13F portfolio, value $2,801,591.

    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 25,568 shares
    Change vs previous 13F +1,768 shares

    0.07% of the 13F portfolio, value $2,340,201.

    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 23,800 shares
    Change vs previous 13F +893 shares

    0.07% of the 13F portfolio, value $2,343,556.

    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 22,907 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,349,850.

    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).