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CREATIVE FINANCIAL DESIGNS INC /ADV: FDLS position timeline

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

CREATIVE FINANCIAL DESIGNS INC /ADV held 452,893 FDLS 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 452,893 shares
    Change vs previous 13F +181,417 shares

    0.91% of the 13F portfolio, value $19,143,796.

    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 271,476 shares
    Change vs previous 13F +99,942 shares

    0.61% of the 13F portfolio, value $10,028,313.

    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 171,534 shares
    Change vs previous 13F +14,066 shares

    0.39% of the 13F portfolio, value $6,130,630.

    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 157,468 shares
    Change vs previous 13F +6,345 shares

    0.37% of the 13F portfolio, value $5,498,740.

    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 151,123 shares
    Change vs previous 13F +143,725 shares

    0.35% of the 13F portfolio, value $4,797,313.

    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 7,398 shares
    Change vs previous 13F +2,945 shares

    0.02% of the 13F portfolio, value $208,280.

    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 4,453 shares
    Change vs previous 13F +1,215 shares

    0.01% of the 13F portfolio, value $131,174.

    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 3,238 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $101,808.

    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).