CREATIVE FINANCIAL DESIGNS INC /ADV

Position in XERS — Xeris Biopharma Holdings, Inc.

CIK 819864 KOKOMO, IN

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Position in XERS

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

Position Value

$17,424

+$4,664 QoQ

Shares Held

2,200

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#198

of 238 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in XERS Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $78,529 across 13 Drug Manufacturers - Specialty & Generic names. XERS ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLN	Haleon plc	1,968	$18,361
2	XERS	Xeris Biopharma Holdings, Inc. This page	2,200	$17,424
3	VTRS	Viatris Inc	960	$15,244
4	TAK	Takeda Pharmaceutical Co Ltd	535	$8,576
5	ELAN	Elanco Animal Health Inc	275	$6,767
6	ZTS	Zoetis Inc.	90	$6,467
7	TEVA	Teva Pharmaceutical Industries Ltd	65	$2,202
8	LNTH	Lantheus Holdings, Inc.	16	$1,775

All Filings in XERS

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11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,424	2,200	0.0%	Shares	Sole	2026-07-28
2026-03-31	$12,760	2,200	0.0%	Shares	Sole	2026-04-13
2025-12-31	$17,270	2,200	0.0%	Shares	Sole	2026-02-06
2025-09-30	$17,908	2,200	+15.8%	Shares	Sole	2025-11-12
2025-06-30	$8,873	1,900	-7.5%	Shares	Sole	2025-08-04
2025-03-31	$11,281	2,055	0.0%	Shares	Sole	2025-04-23
2024-12-31	$6,966	2,055	0.0%	Shares	Sole	2025-02-10
2024-09-30	$5,856	2,055	0.0%	Shares	Sole	2024-10-28
2024-06-30	$4,623	2,055	0.0%	Shares	Sole	2024-08-06
2024-03-31	$4,541	2,055	0.0%	Shares	Sole	2024-05-01
2023-12-31	$4,829	2,055	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.