CREATIVE FINANCIAL DESIGNS INC /ADV

Position in PBI — Pitney Bowes Inc /De/

CIK 819864 KOKOMO, IN

Position in PBI

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

Position Value

$7,218

+$2,688 QoQ

Shares Held

412

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#311

of 348 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $2,031,471 across 5 Integrated Freight & Logistics names. PBI ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPS	United Parcel Service Inc	17,987	$1,933,602
2	FDX	Fedex Corp	191	$59,807
3	JBHT	Hunt J B Transport Services Inc	89	$25,759
4	PBI	Pitney Bowes Inc /De/ This page	412	$7,218
5	CHRW	C. H. Robinson Worldwide, Inc.	27	$5,085

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,218	412	+0.5%	Shares	Sole	2026-07-28
2026-03-31	$4,530	410	+1.0%	Shares	Sole	2026-04-13
2025-12-31	$4,291	406	+0.7%	Shares	Sole	2026-02-06
2025-09-30	$4,598	403	-88.7%	Shares	Sole	2025-11-12
2020-06-30	$9,269	3,565	0.0%	Shares	Sole	2020-07-23
2020-03-31	$7,272	3,565	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.