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Disclosery

CREATIVE FINANCIAL DESIGNS INC /ADV: JPIB position timeline

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

CREATIVE FINANCIAL DESIGNS INC /ADV held 126,496 JPIB 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 126,496 shares
    Change vs previous 13F -14,144 shares

    0.29% of the 13F portfolio, value $6,116,103.

    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 140,640 shares
    Change vs previous 13F +1,540 shares

    0.41% of the 13F portfolio, value $6,725,384.

    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 139,100 shares
    Change vs previous 13F +8,176 shares

    0.43% of the 13F portfolio, value $6,774,167.

    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 130,924 shares
    Change vs previous 13F +9,367 shares

    0.43% of the 13F portfolio, value $6,419,214.

    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 121,557 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $5,910,092.

    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).