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Disclosery

CREATIVE FINANCIAL DESIGNS INC /ADV: CLM position timeline

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

CREATIVE FINANCIAL DESIGNS INC /ADV held 132,993 CLM 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 132,993 shares
    Change vs previous 13F +39,011 shares

    0.05% of the 13F portfolio, value $1,005,425.

    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 93,982 shares
    Change vs previous 13F +2,873 shares

    0.04% of the 13F portfolio, value $684,189.

    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 91,109 shares
    Change vs previous 13F +7,673 shares

    0.05% of the 13F portfolio, value $761,673.

    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).

  4. period ended2025-09-30
    13F 83,436 shares
    Change vs previous 13F +1,694 shares

    0.05% of the 13F portfolio, value $690,853.

    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 81,742 shares
    Change vs previous 13F +10,767 shares

    0.05% of the 13F portfolio, value $663,747.

    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 70,975 shares
    Change vs previous 13F -19,392 shares

    0.04% of the 13F portfolio, value $527,345.

    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 90,367 shares
    Change vs previous 13F +1,631 shares

    0.06% of the 13F portfolio, value $776,256.

    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 88,736 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $681,489.

    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).