Position in HLI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$670
-$48 QoQ
Shares Held
5
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#501
of 514 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLI Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,290,626 across 18 Capital Markets names. HLI ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
736 | $744,368 | |
| 2 | MS |
Morgan Stanley
|
1,687 | $352,650 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,704 | $249,498 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
4,984 | $249,100 | |
| 5 | WULF |
Terawulf Inc.
|
8,240 | $203,528 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
2,756 | $164,174 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
952 | $95,466 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
940 | $81,817 |
All Filings in HLI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670 | 5 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $718 | 5 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $870 | 5 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,026 | 5 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $899 | 5 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,037 | 25 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,125 | 18 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||