CREATIVE FINANCIAL DESIGNS INC /ADV
Position in TRI — Thomson Reuters Corp /Can/
CIK 819864
KOKOMO, IN
Position in TRI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,633
-$2,506 QoQ
Shares Held
20
-56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 414 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $239,587 across 10 Specialty Business Services names. TRI ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RHLD |
Resolute Holdings Management, Inc.
|
877 | $126,752 | |
| 2 | ABM |
Abm Industries Inc /De/
|
983 | $43,487 | |
| 3 | CTAS |
Cintas Corp
|
216 | $36,737 | |
| 4 | CPRT |
Copart Inc
|
657 | $18,520 | |
| 5 | GPN |
Global Payments Inc
|
115 | $8,344 | |
| 6 | RELX |
Relx PLC
|
85 | $2,691 | |
| 7 | TRI |
Thomson Reuters Corp /Can/
This page
|
20 | $1,633 | |
| 8 | AMTM |
Amentum Holdings, Inc.
|
33 | $682 |
All Filings in TRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,633 | 20 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,139 | 46 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,275 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,213 | 40 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,045 | 40 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,157 | 53 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,415 | 40 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,824 | 40 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,742 | 40 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,233 | 40 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,848 | 40 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,892 | 40 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,397 | 40 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $5,465 | 42 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,790 | 42 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,310 | 42 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,376 | 42 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,408 | 114 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $8,612 | 72 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||