CreativeOne Wealth, LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1739728
OVERLAND PARK, KS
Position in WPM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$341,677
-$94,454 QoQ
Shares Held
3,042
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#596
of 849 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026CreativeOne Wealth, LLC holds $1,357,149 across 4 Gold names. WPM ranks #2 (25.2% of the industry book) .
All Filings in WPM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,677 | 3,042 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $436,131 | 3,329 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $269,590 | 2,294 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $460,444 | 4,117 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $282,779 | 3,149 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $216,975 | 2,795 | Shares | Other | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||