CREATIVE FINANCIAL DESIGNS INC /ADV
Position in JEF — Jefferies Financial Group Inc.
CIK 819864
KOKOMO, IN
Position in JEF
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$161,572
-$51,480 QoQ
Shares Held
3,915
+13.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JEF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,625,686 across 19 Capital Markets names. JEF ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
704 | $595,576 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,590 | $243,408 | |
| 3 | JEF |
Jefferies Financial Group Inc.
This page
|
3,915 | $161,572 | |
| 4 | MS |
Morgan Stanley
|
944 | $155,354 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
2,756 | $121,208 | |
| 6 | WULF |
Terawulf Inc.
|
6,140 | $88,600 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
1,202 | $83,298 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
940 | $63,045 |
All Filings in JEF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,572 | 3,915 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $213,052 | 3,438 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $202,932 | 3,102 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $156,522 | 2,862 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $122,246 | 2,282 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $95,883 | 1,223 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,920 | 1,071 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $31,697 | 637 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $22,314 | 506 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $20,205 | 500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $16,043 | 438 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,552 | 288 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,141 | 288 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,438 | 288 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $8,122 | 288 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $7,604 | 288 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,044 | 288 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $10,682 | 288 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $10,223 | 288 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $9,416 | 288 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $8,287 | 288 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $6,773 | 288 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $4,956 | 288 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,281 | 288 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $3,763 | 288 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||