Position in SF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$14,861
-$883 QoQ
Shares Held
213
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#500
of 592 holders
Holding Since
Jun 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SF 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. SF ranks #12 (0.6% 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 SF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,861 | 213 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,744 | 213 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $17,906 | 143 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,226 | 143 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,840 | 143 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $17,061 | 181 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $10,077 | 95 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,920 | 95 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,518 | 125 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $9,771 | 125 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,643 | 125 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $7,680 | 125 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,458 | 125 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,431 | 75 | Shares | Sole | 2023-04-25 | |
| 2021-09-30 | $80,464 | 1,184 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $76,794 | 1,184 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $75,847 | 1,184 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $59,744 | 1,184 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $39,942 | 790 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $37,469 | 790 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||