Position in HSY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$133,692
-$25,759 QoQ
Shares Held
762
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,134
of 1,401 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSY Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $276,703 across 3 Confectioners names. HSY ranks #1 (48.3% of the industry book) .
All Filings in HSY
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,692 | 762 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $159,451 | 767 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $138,668 | 762 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $142,532 | 762 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $162,133 | 977 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $164,530 | 962 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $129,044 | 762 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $185,834 | 969 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $237,876 | 1,294 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $187,303 | 963 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $37,474 | 201 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $167,066 | 835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $266,929 | 1,069 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $291,553 | 1,146 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $229,949 | 993 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $194,013 | 880 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $124,147 | 577 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $59,789 | 276 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $33,857 | 175 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $49,421 | 292 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $19,333 | 111 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,530 | 16 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,437 | 16 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $2,293 | 16 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $2,073 | 16 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||