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CREATIVE FINANCIAL DESIGNS INC /ADV

Position in DXYZ — Destiny Tech100 Inc.

CIK 819864 KOKOMO, IN

Position in DXYZ

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$240,671
+$31,560 QoQ
Shares Held
8,987
+31.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in DXYZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $8,782,238 across 73 Asset Management names. DXYZ ranks #8 (2.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
8 DXYZ
Destiny Tech100 Inc.
This page
8,987 $240,671

All Filings in DXYZ

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $240,671 8,987
2025-12-31 $209,111 6,827
2025-09-30 $111,888 5,253