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Disclosery

CREATIVE FINANCIAL DESIGNS INC /ADV: WTAI position timeline

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

CREATIVE FINANCIAL DESIGNS INC /ADV held 45,508 WTAI 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 45,508 shares
    Change vs previous 13F +3,356 shares

    0.1% of the 13F portfolio, value $2,160,265.

    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 42,152 shares
    Change vs previous 13F -2,419 shares

    0.07% of the 13F portfolio, value $1,189,951.

    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 44,571 shares
    Change vs previous 13F +2,754 shares

    0.08% of the 13F portfolio, value $1,298,799.

    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 41,817 shares
    Change vs previous 13F +18,223 shares

    0.08% of the 13F portfolio, value $1,194,294.

    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 23,594 shares
    Change vs previous 13F +10,452 shares

    0.04% of the 13F portfolio, value $579,469.

    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 13,142 shares
    Change vs previous 13F +11,809 shares

    0.02% of the 13F portfolio, value $249,698.

    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 1,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,326.

    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).