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CreativeOne Wealth, LLC: ZJUL position timeline

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

CreativeOne Wealth, LLC held 10,307 ZJUL 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 10,307 shares
    Change vs previous 13F -1,128 shares

    0.01% of the 13F portfolio, value $308,901.

    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 11,435 shares
    Change vs previous 13F -470 shares

    0.01% of the 13F portfolio, value $332,413.

    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 11,905 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $346,016.

    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 12,188 shares
    Change vs previous 13F +1,341 shares

    0.01% of the 13F portfolio, value $350,161.

    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 10,847 shares
    Change vs previous 13F -1,723 shares

    0.01% of the 13F portfolio, value $305,668.

    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 12,570 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $336,500.

    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 12,847 shares
    Change vs previous 13F -4,174 shares

    0.01% of the 13F portfolio, value $347,457.

    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 17,021 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $455,822.

    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).