Clear Creek Financial Management, LLC NDIA β€” GLOBAL X FDS

Ownership history in Clear Creek Financial Management, LLC  Β·  1 quarter on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported GLOBAL X FDS (NDIA) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.1% in 2026 Q1. The latest visible filing shows NDIA at 0.10% 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.

What this NDIA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Creek Financial Management, LLC's position in GLOBAL X FDS, 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
2026 Q1

NDIA was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2026 Q1

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

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Clear Creek Financial Management, LLC held NDIA β€” position size vs. price
% of Fund (quarterly)    NDIA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 51,808 β€” β€” 0.10% $1.3M 2026-04-23 $27.52

🏒 Other funds also holding NDIA

As of 2026 Q2 β€” sorted by position size

Boothe Investment Group, Inc. 3Y 7Y 4.78%

FAQ About Clear Creek Financial Management, LLC and NDIA

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

How long has Clear Creek Financial Management, LLC reported owning NDIA?

Clear Creek Financial Management, LLC reported NDIA across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported NDIA position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for NDIA was 0.10% in 2026 Q1.

What is the latest reported NDIA position on this page?

The most recent filing on this page is 2026 Q1, when Clear Creek Financial Management, LLC reported 51,808 shares, equal to 0.10% of portfolio, with an estimated market value of $1.3M.

What does the chart on this NDIA ownership page compare?

The chart compares Clear Creek Financial Management, LLC's quarterly NDIA 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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