CreativeOne Wealth, LLC
Position in CHRW — C. H. Robinson Worldwide, Inc.
CIK 1739728
OVERLAND PARK, KS
Position in CHRW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$271,397
+$34,250 QoQ
Shares Held
1,441
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#614
of 882 holders
Holding Since
Sep 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $3,001,635 across 3 Integrated Freight & Logistics names. CHRW ranks #3 (9.0% of the industry book) .
All Filings in CHRW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,397 | 1,441 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $237,147 | 1,428 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,369 | 1,433 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $203,498 | 1,537 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $220,364 | 2,152 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $619,920 | 6,000 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $325,822 | 3,025 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $487,563 | 4,530 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $286,056 | 3,288 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||