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Creative Capital Management Investments LLC: DFAX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Creative Capital Management Investments LLC on DFAX, newest first. How the timeline and the estimate are built.

Creative Capital Management Investments LLC held 2,434,768 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,434,768 shares
    Change vs previous 13F +283,793 shares

    20.69% of the 13F portfolio, value $89,696,856.

    13F-HR 0001957363-26-000003 filed by Creative Capital Management Investments 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 2,150,975 shares
    Change vs previous 13F +11,493 shares

    20.97% of the 13F portfolio, value $73,068,634.

    13F-HR 0001957363-26-000002 filed by Creative Capital Management Investments 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 2,139,482 shares
    Change vs previous 13F +34,080 shares

    21.13% of the 13F portfolio, value $70,025,246.

    13F-HR 0001957363-26-000001 filed by Creative Capital Management Investments 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 2,105,402 shares
    Change vs previous 13F +144,776 shares

    21.12% of the 13F portfolio, value $66,067,515.

    13F-HR 0001957363-25-000008 filed by Creative Capital Management Investments 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 1,960,626 shares
    Change vs previous 13F +929 shares

    20.58% of the 13F portfolio, value $57,583,584.

    13F-HR 0001957363-25-000004 filed by Creative Capital Management Investments 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 1,959,697 shares
    Change vs previous 13F +125,478 shares

    19.82% of the 13F portfolio, value $51,344,061.

    13F-HR 0001957363-25-000003 filed by Creative Capital Management Investments 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 1,834,219 shares
    Change vs previous 13F +76,745 shares

    19.07% of the 13F portfolio, value $45,598,684.

    13F-HR 0001957363-25-000001 filed by Creative Capital Management Investments 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 1,757,474 shares
    Change vs previous 13F not available

    19.84% of the 13F portfolio, value $47,469,373.

    13F-HR 0001957363-24-000010 filed by Creative Capital Management Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).