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Disclosery

CREATIVE FINANCIAL DESIGNS INC /ADV: CBSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CREATIVE FINANCIAL DESIGNS INC /ADV on CBSH, newest first. How the timeline and the estimate are built.

CREATIVE FINANCIAL DESIGNS INC /ADV held 9,121 CBSH shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,121 shares
    Change vs previous 13F +364 shares

    0.03% of the 13F portfolio, value $526,755.

    13F-HR 0000819864-26-000006 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 8,757 shares
    Change vs previous 13F +8,757 shares

    0.03% of the 13F portfolio, value $430,855.

    13F-HR 0000819864-26-000004 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 0 shares
    Change vs previous 13F -437 shares

    13F-HR 0000819864-26-000002 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 437 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $26,141.

    13F-HR 0000819864-25-000009 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 452 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $28,112.

    13F-HR 0000819864-25-000006 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 458 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $28,511.

    13F-HR 0000819864-25-000004 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 553 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $34,450.

    13F-HR 0000819864-25-000002 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    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 542 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,169.

    13F-HR 0000819864-24-000008 filed by CREATIVE FINANCIAL DESIGNS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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