CREX CREATIVE REALITIES INC

Ownership history in Cerity Partners LLC  ·  11 quarters on record

AI Ownership Summary

Cerity Partners LLC reported CREATIVE REALITIES INC (CREX) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows CREX at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CREX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cerity Partners LLC's position in CREATIVE REALITIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CREX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cerity Partners LLC held CREX — position size vs. price
% of Fund (quarterly)    CREX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 331,926 0% 0.00% $866K 2026-02-14 (Est.) $3.07
2025 Q3 UNCHANGED 331,926 0% 0.00% $760K 2025-10-22 $2.81
2025 Q2 ADDED 331,926 +16,000 +5.1% 0.00% $1.1M 2025-08-13 $2.73
2025 Q1 UNCHANGED 315,926 0% 0.00% $616K 2025-04-30 $1.82
2024 Q4 UNCHANGED 315,926 0% 0.00% $774K 2025-02-13 $2.51
2024 Q3 UNCHANGED 315,926 0% 0.00% $1.5M 2024-11-12 $4.43
2024 Q2 ADDED 315,926 +50,000 +18.8% 0.00% $1.5M 2024-08-13 $4.21
2024 Q1 UNCHANGED 265,926 0% 0.00% $1.0M 2024-05-14 $3.52
2023 Q4 UNCHANGED 265,926 0% 0.00% $628K 2024-01-26 $2.79
2023 Q3 UNCHANGED 265,926 0% 0.00% $412K 2023-11-14 $1.98
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cerity Partners LLC and CREX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cerity Partners LLC reported owning CREX?

Cerity Partners LLC reported CREX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CREX position in Cerity Partners LLC's portfolio?

The largest reported portfolio weight for CREX was 0.00% in 2024 Q2.

What is the latest reported CREX position on this page?

The most recent filing on this page is 2025 Q4, when Cerity Partners LLC reported 331,926 shares, equal to 0.00% of portfolio, with an estimated market value of $866K.

What does the chart on this CREX ownership page compare?

The chart compares Cerity Partners LLC's quarterly CREX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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