CREATIVE FINANCIAL DESIGNS INC /ADV

Position in FMS — Fresenius Medical Care AG

CIK 819864 KOKOMO, IN

Position in FMS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,854

+$456 QoQ

Shares Held

+32.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#197

of 232 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $408,031 across 8 Medical Care Facilities names. FMS ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	539	$210,150
2	SNDA	Sonida Senior Living, Inc.	2,372	$96,777
3	OPCH	Option Care Health, Inc.	2,250	$47,182
4	ENSG	Ensign Group, Inc	242	$38,792
5	UHS	Universal Health Services Inc	69	$10,259
6	CMPS	COMPASS Pathways plc	200	$2,830
7	FMS	Fresenius Medical Care AG This page	82	$1,854
8	THC	Tenet Healthcare Corp	1	$187

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854	82	+32.3%	Shares	Sole	2026-07-28
2026-03-31	$1,398	62	+287.5%	Shares	Sole	2026-04-13
2025-12-31	$381	16	-75.8%	Shares	Sole	2026-02-06
2025-09-30	$1,737	66	+135.7%	Shares	Sole	2025-11-12
2025-06-30	$799	28	-56.2%	Shares	Sole	2025-08-04
2025-03-31	$1,593	64	-98.4%	Shares	Sole	2025-04-23
2022-12-31	$64,706	3,960	0.0%	Shares	Sole	2023-02-01
2022-09-30	$55,598	3,960	0.0%	Shares	Sole	2022-11-01
2022-06-30	$98,762	3,960	+98.0%	Shares	Sole	2022-08-01
2022-03-31	$67,360	2,000	—	Shares	Sole	2022-04-15
No filing history on record for this holder in this stock.