Filer Snapshot

CreativeOne Wealth, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001739728.

Entity Type

Company

Total Filings

35

Latest Filing

13 Feb 2026

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save this filer page

Create a free account to keep this page in your watchlists and return quickly after new SEC filings.

Create free account to save this page
Go to latest filings table Browse SEC filer directory
Source: SEC Form 13F

13F-HR filed on 13 Feb 2026 for CIK 0001739728.

View Source Filing
Business address
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
Top securities (13F)
VEA, AAPL, VTV, VUG, NVDA, QQQ, AMZN, BOND, VEGA, DYNF, MSFT, IVE, SPY, IVW, BNDX, VOO, AVEM, IUSB, IVV, and SECT
State of incorporation
KS
Fiscal year end
31 December
Former names
Change Path, LLC (to 15 Feb 2022)

Sponsored

Quick Takeaways

  • CreativeOne Wealth, LLC is an SEC filer tracked under CIK 0001739728.
  • 35 filings are listed on this profile.
  • Common form coverage includes 13F-HR, N-PX, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 13 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 13 Feb 2026 for CIK 0001739728.

View Source Filing

Filer Overview

CreativeOne Wealth, LLC has filed 35 SEC EDGAR filings since 14 May 2018. Common forms include 13F-HR, N-PX, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for CreativeOne Wealth, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2025 30 Sep 2025 028-18760
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2025 30 Jun 2025 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-18760
N-PX Open N-PX document View SEC filing for N-PX 27 Aug 2024 30 Jun 2024 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2023 30 Sep 2023 028-18760
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 16 Aug 2023 30 Jun 2023 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2023 31 Mar 2023 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2023 31 Dec 2022 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2022 30 Sep 2022 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2022 30 Jun 2022 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2022 31 Mar 2022 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2022 31 Dec 2021 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2021 30 Sep 2021 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2021 30 Jun 2021 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2021 31 Dec 2020 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2020 30 Sep 2020 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2020 31 Mar 2020 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2020 31 Dec 2019 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2019 30 Sep 2019 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2019 30 Jun 2019 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2019 31 Mar 2019 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2018 30 Jun 2018 028-18760
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2018 31 Mar 2018 028-18760

About this filer

CreativeOne Wealth, LLC files with the SEC under CIK 0001739728. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Sponsored