AAPL APPLE INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  33 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported APPLE INC COM (AAPL) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.45% in 2024 Q4. The latest visible filing shows AAPL at 2.14% 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 AAPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in APPLE INC COM, 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

AAPL was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.45% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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 CREATIVE FINANCIAL DESIGNS INC /ADV held AAPL — position size vs. price
% of Fund (quarterly)    AAPL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 124,848 -2,059 -1.6% 2.14% $33.9M 2026-02-14 (Est.) $255.78
2025 Q3 REDUCED 126,907 -93 -0.1% 2.17% $32.3M 2025-11-12 $273.21
2025 Q2 ADDED 127,000 +5,789 +4.8% 1.88% $26.1M 2025-08-04 $202.73
2025 Q1 ADDED 121,211 +593 +0.5% 2.15% $26.9M 2025-04-23 $203.71
2024 Q4 REDUCED 120,618 -308 -0.3% 2.45% $30.2M 2025-02-10 $226.66
2024 Q3 ADDED 120,926 +3,125 +2.7% 2.38% $28.2M 2024-10-28 $231.88
2024 Q2 ADDED 117,801 +12,435 +11.8% 2.21% $24.8M 2024-08-06 $205.64
2024 Q1 ADDED 105,366 +6,116 +6.2% 1.71% $18.1M 2024-05-01 $167.77
2023 Q4 REDUCED 99,250 -2,088 -2.1% 1.94% $19.1M 2024-01-10 $184.28
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and AAPL

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning AAPL?

CREATIVE FINANCIAL DESIGNS INC /ADV reported AAPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AAPL position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for AAPL was 2.45% in 2024 Q4.

What is the latest reported AAPL position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 124,848 shares, equal to 2.14% of portfolio, with an estimated market value of $33.9M.

What does the chart on this AAPL ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly AAPL 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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