DK β€” DELEK US HLDGS INC NEW COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  5 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported DELEK US HLDGS INC NEW COM (DK) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows DK 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 DK 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 DELEK US HLDGS INC NEW 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
2026 Q1

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

High-water mark
Peak Conviction
0.01% 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
2025 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 CREATIVE FINANCIAL DESIGNS INC /ADV held DK β€” position size vs. price
% of Fund (quarterly)    DK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,102 β€” 0% 0.01% $140K 2026-04-13 $41.09
2025 Q4 UNCHANGED 3,102 β€” 0% 0.01% $92K 2026-02-06 $35.29
2025 Q3 UNCHANGED 3,102 β€” 0% 0.01% $100K 2025-11-14 (Est.) $40.41
2025 Q2 UNCHANGED 3,102 β€” 0% 0.00% $66K 2025-08-04 $20.86
2025 Q1 INITIATED 3,102 β€” β€” 0.00% $47K 2025-04-23 $12.59

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and DK

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 DK?

CREATIVE FINANCIAL DESIGNS INC /ADV reported DK across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for DK was 0.01% in 2026 Q1.

What is the latest reported DK position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 3,102 shares, equal to 0.01% of portfolio, with an estimated market value of $140K.

What does the chart on this DK ownership page compare?

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