CREATIVE FINANCIAL DESIGNS INC /ADV

Position in TR — Tootsie Roll Industries Inc

CIK 819864 KOKOMO, IN

Position in TR

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

Position Value

$28,199

-$1,363 QoQ

Shares Held

713

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#162

of 230 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $276,703 across 3 Confectioners names. TR ranks #3 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HSY	Hershey Co	762	$133,692
2	MDLZ	Mondelez International, Inc.	1,985	$114,812
3	TR	Tootsie Roll Industries Inc This page	713	$28,199

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,199	713	+3.0%	Shares	Sole	2026-07-28
2026-03-31	$29,562	692	-46.4%	Shares	Sole	2026-04-13
2025-12-31	$47,325	1,292	-14.6%	Shares	Sole	2026-02-06
2025-09-30	$63,382	1,512	-79.4%	Shares	Sole	2025-11-12
2025-06-30	$245,121	7,328	-0.6%	Shares	Sole	2025-08-04
2025-03-31	$232,101	7,373	+4.6%	Shares	Sole	2025-04-23
2024-12-31	$227,893	7,049	+6.1%	Shares	Sole	2025-02-10
2024-09-30	$205,702	6,642	-33.0%	Shares	Sole	2024-10-28
2024-06-30	$303,132	9,916	+40.9%	Shares	Sole	2024-08-06
2024-03-31	$225,394	7,037	+32.2%	Shares	Sole	2024-05-01
2023-12-31	$176,936	5,323	+152.0%	Shares	Sole	2024-01-10
2023-09-30	$63,064	2,112	+34.8%	Shares	Sole	2023-11-14
2023-06-30	$55,487	1,567	+120.4%	Shares	Sole	2023-07-26
2023-03-31	$31,931	711	+664.5%	Shares	Sole	2023-04-25
2022-09-30	$3,095	93	0.0%	Shares	Sole	2022-11-01
2022-06-30	$3,287	93	-22.5%	Shares	Sole	2022-08-01
2022-03-31	$4,195	120	0.0%	Shares	Sole	2022-04-15
2021-12-31	$4,347	120	0.0%	Shares	Sole	2022-01-26
2021-09-30	$3,651	120	+6.2%	Shares	Sole	2021-10-08
2021-06-30	$3,831	113	-32.7%	Shares	Sole	2021-07-27
2021-03-31	$5,565	168	-26.6%	Shares	Sole	2021-04-19
2020-12-31	$6,801	229	-92.1%	Shares	Sole	2021-01-08
2020-09-30	$89,301	2,890	-2.4%	Shares	Sole	2020-10-06
2020-06-30	$101,507	2,962	+3.4%	Shares	Sole	2020-07-23
2020-03-31	$103,025	2,865	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.