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CREATIVE FINANCIAL DESIGNS INC /ADV: PTBD position timeline

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

CREATIVE FINANCIAL DESIGNS INC /ADV held 786 PTBD 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 786 shares
    Change vs previous 13F -283,989 shares

    <0.01% of the 13F portfolio, value $15,061.

    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 284,775 shares
    Change vs previous 13F +7,165 shares

    0.33% of the 13F portfolio, value $5,405,027.

    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 277,610 shares
    Change vs previous 13F +12,823 shares

    0.34% of the 13F portfolio, value $5,385,636.

    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 264,787 shares
    Change vs previous 13F +9,779 shares

    0.35% of the 13F portfolio, value $5,250,724.

    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 255,008 shares
    Change vs previous 13F +12,187 shares

    0.36% of the 13F portfolio, value $5,036,409.

    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 242,821 shares
    Change vs previous 13F +10,190 shares

    0.39% of the 13F portfolio, value $4,870,980.

    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 232,631 shares
    Change vs previous 13F +24,145 shares

    0.38% of the 13F portfolio, value $4,652,612.

    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 208,486 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,301,056.

    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).