Skip to content
Disclosery

CreativeOne Wealth, LLC: ZJUN position timeline

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

CreativeOne Wealth, LLC held 19,609 ZJUN 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 19,609 shares
    Change vs previous 13F +7,535 shares

    0.01% of the 13F portfolio, value $537,189.

    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 12,074 shares
    Change vs previous 13F -36,084 shares

    0.01% of the 13F portfolio, value $324,961.

    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 48,158 shares
    Change vs previous 13F -568 shares

    0.03% of the 13F portfolio, value $1,292,532.

    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 48,726 shares
    Change vs previous 13F +1,819 shares

    0.03% of the 13F portfolio, value $1,290,508.

    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 46,907 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,222,898.

    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).