AMRZ β€” AMRIZE LTD SHS

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  3 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported AMRIZE LTD SHS (AMRZ) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows AMRZ at 0.01% 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 AMRZ 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 AMRIZE LTD SHS, 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

AMRZ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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 CREATIVE FINANCIAL DESIGNS INC /ADV held AMRZ β€” position size vs. price
% of Fund (quarterly)    AMRZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 2,979 -1,759 -37.1% 0.01% $167K 2026-04-13 $59.24
2025 Q4 ADDED 4,738 +4,722 +29512.5% 0.02% $256K 2026-02-06 $58.41
2025 Q3 INITIATED 16 β€” β€” 0.00% $776 2025-11-14 (Est.) $48.82

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and AMRZ

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 AMRZ?

CREATIVE FINANCIAL DESIGNS INC /ADV reported AMRZ across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

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

The largest reported portfolio weight for AMRZ was 0.02% in 2025 Q4.

What is the latest reported AMRZ position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 2,979 shares, equal to 0.01% of portfolio, with an estimated market value of $167K.

What does the chart on this AMRZ ownership page compare?

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